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. 

In Sweden these days, even the panhandlers take credit cards, and the churches accept donations from smartphone apps, according to a recent report in the French newspaper La Figaro.

Then things really snowballed. First, he had a bad fall that caused a head injury and landed him in the emergency room. A few years later, he was back in the hospital with the early stages of colon cancer and signs of cognitive decline.

Protection of your personal information is an important issue.

In this issue, we examine the impact of potential tax reform on the municipal bond market, steps to take as you enter your retirement homestretch, and creative ways business owners can use insurance.

Parents with growing children often walk a financial tightrope.

Here’s what a typical work history used to look like: You got an education and training, took a job, and stuck with it. If you moved up, it was often with the same employer. A few decades later, when you were 65 or so, you retired to a life of leisure—or at least a life without paid work.