On the ride home from a meeting with their financial advisor, Sophie tells her husband Rob that she’s been thinking a lot more about how their money is invested. “Getting a good return is nice, but I also want us to make sure we consider the bigger picture.”

With time on your side, you can start planning for your retirement. In this video, CAPTRUST Senior Director Phyllis Klein discusses what steps you can take to ensure you are on the path to financial success.

In this issue, we focus exclusively on the impact of the recently passed Tax Cuts and Jobs Act on the economy, the stock market, and your personal tax situation.

If you are fewer than 10 years from retiring, this webinar will help you learn how to determine if your savings are on track. We will cover revisiting your investment strategies and allocations to protect your money, along with an overview of Social Security and Medicare benefits.

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.

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.

CAPTRUST Financial Advisor Mike Gray says that figuring out your income needs in retirement is really all about your expenses—understanding how much you spend each year and what you’re spending it on.

The saying “hope springs eternal” may capture the sentiments of most couples on the cusp of remarriage. But hope alone doesn’t assure smooth sailing the second time around.