As we transition into the new year, we reflect on the impressive gains of 2024: strong stock returns, the Federal Reserve’s interest rate cuts, and artificial intelligence continuing to spur excitement and increased productivity. While optimism remains high for 2025, do we need to reset expectations amid potential risks and uncertainties? In this quarter’s Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang cautions us not to get carried away by the good times in our rearview mirrors.

This webinar provides strategies for managing the financial aspects of caregiving, including budgeting, accessing government benefits, and
planning for long-term care. Participants will also learn how to prioritize their own financial future while fulfilling their caregiving responsibilities.

This webinar explores different types of annuities, including fixed, variable, and indexed annuities. Participants will learn how to evaluate annuity products; how to assess costs, risks, and benefits; and how to determine if an annuity is a good fit for their retirement income strategy.

This webinar defines dollar-cost averaging, a strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. Participants will learn how this approach can reduce the impact of market turbulence on their portfolios over time.

This webinar explores unconventional ways to save more money, from cutting hidden costs to finding new income streams. Participants will learn how to identify overlooked savings opportunities and make small changes that can lead to significant results over time.

This webinar recording provides creative and practical strategies for saving money on a tight budget. Participants were taught how to identify areas where they could cut costs, prioritize saving, and make small changes that could add up over time. The webinar recording also recommends low-cost savings tools and resources.

The holiday season can be a joyous time. But after the celebrations have ended, many people find themselves managing too much debt. In this micro video, learn five good ideas for reducing and eliminating holiday debt.

In a world where spending is fast and easy, expenses can add up quickly. Adopting frugal habits is a smart way to stay ahead financially. These ten tips offer simple yet effective strategies to help you save money and reduce unnecessary spending.