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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.

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Global Markets’ Mid-year Momentum

Friday, July 21, 2017

At last, both the U.S. and the rest of the world are growing steadily and exceeding expectations. This long-awaited synchronized surge and better-than-expected corporate earnings helped push U.S. stocks to higher-than-average valuations. International stocks followed suit.

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Global Markets’ Mid-year Momentum

Friday, July 21, 2017

At last, both the U.S. and the rest of the world are growing steadily and exceeding expectations. This long-awaited synchronized surge and better-than-expected corporate earnings helped push U.S. stocks to higher-than-average valuations. International stocks followed suit.

Read More

The Surprising Benefits of a 3(38) Fiduciary

Thursday, June 29, 2017

Investment advisors have long assumed the role of 3(38) investment manager for pension plans. But increasingly, these services are being extended to defined contribution plans too. Time savings, risk transfer, and an interest in creating better outcomes are among the factors driving defined contribution plan demand for 3(38) investment managers.

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America First?

Thursday, June 22, 2017

The synchronized global expansion continued in the first quarter, leading markets higher and pushing U.S. stocks toward expensive territory. With U.S. stock valuations and economic data close to historic levels, the recent rally in U.S. stocks may run out of steam. Those challenges, plus infighting about the direction of fiscal and foreign policy and the rise of political risks, likely mean diversification will play an important role.

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America First?

Thursday, June 22, 2017

The synchronized global expansion continued in the first quarter, leading markets higher and pushing U.S. stocks toward expensive territory. With U.S. stock valuations and economic data close to historic levels, the recent rally in U.S. stocks may run out of steam. Those challenges, plus infighting about the direction of fiscal and foreign policy and the rise of political risks, likely mean diversification will play an important role.

Read More

Entrepreneurship Over 50

Wednesday, June 21, 2017

Starting your own business feels a lot like taking off on a zip line. The first step off the platform is exhilarating and terrifying, but you quickly realize you are wearing a harness and are attached to the line, says Stephen McCauley, 53, who has his own marketing communications firm in Arlington, Virginia. You know you wouldn’t have made this decision if it didn’t make sense, so you think, “I’m tethered. I’m OK,” he says.

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