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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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Where the Music Takes You

Thursday, June 21, 2018

So much energy and passion come out of listening to live music that it’s hard to imagine how it could get any better than that. But add traveling to your favorite city or a city you’ve always wanted to visit, and you get a music vacation.

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Safeguard Your Assets as You Age

Friday, June 15, 2018

Adult children often worry about their parents’ or elderly relatives’ ability to make sound financial decisions as they age. For good reason, as one in five Americans 65 years of age or older are victims of financial exploitation to the tune of $2.9 billion in damages annually.

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April 2018 CAPTRUST Market Update

Tuesday, April 24, 2018

In this video, CAPTRUST Chief Investment Officer Kevin Barry discusses the impact of mid-term elections, tariffs, and other hot news items on the capital markets.

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January 2018 CAPTRUST Market Update

Tuesday, February 06, 2018

In this video, CAPTRUST Chief Investment Officer Kevin Barry discusses the Tax Cuts and Jobs Act, and its impact on both individuals and corporations.

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Cash is Still King

Tuesday, February 06, 2018

While predictions that we are on the verge of a “cashless society” date from at least 1969, we are not there yet. Some analysts and business interests are betting on and cheering for that nearly cashless future. A 2017 report from Visa said the tipping point is upon us in the “age of the digitally empowered consumer.” Others say our love affair with cash is far from over.

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When You Need Help Navigating Senior Care

Tuesday, February 06, 2018

For years, Helene Solomon juggled running her public relations company in Boston and supervising the medical care of her parents in New York City. When her father’s medical problems started to increase, she helped her mother set up her father’s doctor appointments, hire home caregivers, and race to the hospital during emergencies. Then things really snowballed.

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