Menu

Resources

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.

Disaster Checklist

Tuesday, July 26, 2016

Earthquakes, hurricanes, tornadoes, floods, and wildfires can strike without warning. If there is a natural disaster, you’ll want to be prepared. Use this handy checklist to make sure you’re ready.

Read More

Teaching Your College-Age Child about Money

Tuesday, July 26, 2016

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college.

Read More

Teaching Your Teen about Money

Tuesday, July 26, 2016

With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your child’s pocket, teach him or her a few financial lessons. With your help, your teen will soon develop the self-confidence and skills he or she needs to successfully manage money in the real world.

Read More

Teaching Your Child about Money

Tuesday, July 26, 2016

As soon as your child becomes interested in money, start teaching him or her how to handle it wisely. The simple lessons you teach today will give your child a solid foundation for making a lifetime of financial decisions.

Read More

Wills: The Cornerstone of Your Estate Plan

Friday, July 22, 2016

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.

Read More

Working with a Financial Advisor

Friday, July 22, 2016

You may already be working with financial professionals—an accountant or estate planner, for example—each of whom advises you in a specific area. But if you would like a comprehensive financial plan to help you secure your future, you may benefit from the expertise of a financial advisor.

Read More