Falling in love and getting married is a wonderful experience.

When it comes to your money, the only dumb question is the one you don’t ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.​​​​​

CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.

Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.

In this piece, CAPTRUST experts dive into the latest market expectations as new information emerges on the coronavirus’s economic impact and the potential for an oil price war.

In this issue, we offer a few insights about protecting yourself and your data from cybercriminals and how the Tax Cuts and Jobs Act may impact your tax filing for 2018.

Talking about eldercare with your parents is important, and waiting too long to ask about these plans can lead to guessing. This video goes over some of the questions you should be asking your parents, and what the process of discussing eldercare might be like for your family.

“Overall, the threat landscape is dramatically more dangerous for travelers today,” says Bart McDonough, chief executive officer and founder of cybersecurity firm Agio and author of Cyber Smart: Five Habits to Protect Your Family, Money, and Identity from Cyber Criminals.