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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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A Culinary Collaboration

Monday, October 16, 2017

If you watch television cooking shows—particularly the high intensity cooking competitions—it seems chefs are all self-appointed emperors, differentiated only by the severity of their rule. Not at Standard Foods in Raleigh, North Carolina. Executive Chef Eric Montagne is a welcoming, down-to-earth Southerner who has built a kitchen culture that is kind to the earth, local farmers, staff, and, of course, the guests.

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In Good Company

Monday, October 16, 2017

The word “skeptic” comes from Greek roots that mean inquiry and observation— not doubt. So Dr. Franklin “Lin” Church has no problem admitting he was skeptical when he first heard about a business plan to send Americans overseas for surgery. Actually, when Rajesh Rao sat at Church’s kitchen table over mugs of coffee and pitched the idea that would become IndUShealth, Church thought, “He’s a great guy, but he’s way out on a limb.”

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Setting Limits With the Boomerang Generation

Monday, October 16, 2017

Today, 63 percent of millennials move back home after finishing school, and 74 percent receive financial support from their parents after college graduation. Like a boomerang, parents launch their kids—only to find them bouncing back into their nest.

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From Success to Significance

Monday, October 16, 2017

Creating a lasting legacy can be an amazing journey filled with surprising twists and turns. Just ask Dean Niewolny. By his early 40s, he was on top of the world, overseeing a $100 million business for a financial services company in Chicago. He had a beautiful wife, two children, several homes, expensive clothes, luxury cars, a boat, and a small airplane.

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Ready for Rising Rates?

Monday, October 16, 2017

You are probably aware that the Federal Reserve has started a process of raising interest rates from the extraordinarily low levels in place since 2008. While, typically, higher interest rates could stem from a disturbing increase in inflation, wages growing too fast, or a strategy to defend the dollar’s value, the rate increase that we foresee is merely a reversion to normal levels as the economy finally gains its sea legs.

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Reader Q&A

Monday, October 16, 2017

In the Fall 2017 issue of VESTED, we explore the rising cost of health care in retirement, how long to retain your financial documents, and disability insurance for the self-employed. If you have a question for the VESTED team, we’d love to hear from you and see if we can help.

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