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Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

Browse the research publications below or narrow your search by using the filters and search box above.

Fiduciary Update | February 2016

Thursday, February 04, 2016

In this quarter's Fiduciary Update, CAPTRUST's Drew McCorkle highlights several important court cases with best practice implications for retirement plan sponsors, including a look at recent participant fiduciary claims, an update on DOL guidance for socially responsible investments inside ERISA plans, and an assortment of legal and regulatory news releases.

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Prognosticators And Prophets Beware

Monday, February 01, 2016

The New Year ushers in a flood of investment predictions, including year-end index targets, key events, and my personal favorite, the inevitable “Top (pick a number like 10) surprises for 2016.” With the latter, prognosticators make outrageous and attention-grabbing predictions. If one or two even come close to being correct, the prognosticator becomes prophetic. If none prove right, it’s no big deal. They weren’t supposed to anyway.

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The Biggest Risk to Your Investments?

Friday, January 29, 2016

Behavioral biases—and the investing mistakes triggered by them—can derail the market gains of even high-net-worth investors. Consider these strategies to help overcome them.

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A Higher Calling

Friday, January 29, 2016

Many people love to hike, but some are so passionate about the sport that they have taken it to new heights. Take Bob Jones, 60, a senior vice president and financial advisor at CAPTRUST in Charlotte, North Carolina. Besides taking hiking trips with his wife and children, Jones and a group of buddies go on challenging mountain adventures.

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Does Love Really Conquer All?

Friday, January 29, 2016

Like most couples starting out, the Charmings were probably too busy falling in love to talk about their attitudes and beliefs about money. Then, as the years went by, they realized that living happily ever after involves more than love. It requires a willingness to engage in financial conversations and plan together for the future.

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Urban Developments

Friday, January 29, 2016

Bill and Marie Cross spent their working years in Wooster, Ohio, the kind of idyllic not-too-big, not-too-small town that many people dream of calling home. But when it was time to retire, the Crosses knew it was time to get out. “It was a great town to have a business in,” says Bill Cross, “but there isn’t a lot of activity after you go home.” So when Bill, 65, was ready to sell his business and Marie, 67, was ready to step away from her career as a high school art teacher, the two went looking for a city home.

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