In this issue we offer a few insights about the impact of rising interest rates on bonds and how you can help an adult child become a homeowner.

Hear CAPTRUST’s Debra Gates talk about how to get started with a systematic approach for building retirement savings and optimizing your employer benefits. This video outlines the steps employees can take to make the appropriate adjustments to their finances, secure their retirement plans, and establish financial independence.

In this issue, we look at rollback of the Department of Labor’s conflict of interest rule—otherwise known as the Fiduciary Rule— and address the important issue of optimizing retirement savings.

No matter where you are in your life, CAPTRUST is here to help you build a diversified investment portfolio with long-term perspective and a focus on your individual risk tolerance. Whether conservative, moderate, or aggressive, our advisors will provide personalized investment advice focused on your financial goals and your appropriate amount of risk.

CAPTRUST’s investment team discuss tips for approaching decisions regarding the various types of savings methods available, such as Roth versus traditional retirement savings, and how to decide which is right for you.We also explore how to approach investing for different goals, such as emergency savings, home buying, and retirement. 

Saving and investing for several financial goals at once can be a difficult juggling act.

CAPTRUST’s Kathleen Whitmore addresses how investors can plan for retirement using resources available to them today such as personal savings, employer-based investment accounts, and social security. And how they all work together to help future retirees be more in control of their future.

Many Americans dream of owning their own home, but the process of buying one can be daunting for first-time buyers.