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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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Running Strong

Wednesday, June 21, 2017

We runners classify hills much as the Inuit distinguish snow conditions—very precisely. There are bumps, inclines, and slopes so torturous they rip at the human spirit. The Boston Marathon’s infamous Heartbreak Hill falls into the last category—long, steep, and late in the race, at the 21-mile mark.

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Reader Q&A

Wednesday, June 21, 2017

In this issue, we examine a diverse set of topics, including bitcoin and blockchain technologies, the benefits and considerations of filing for an income tax extension, and why you might want to consider umbrella liability insurance.

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VESTED Voices | Pro Athletes Giving Back

Wednesday, May 17, 2017

When legendary athletes like Rod Brind'Amour (NHL Center, 1989-2010), Ricky Proehl (NFL Wide Receiver, 1990-2006), and Thomas Davis (NFL Linebacker, 2005-Present) speak, you want to pay attention. And you've never heard them more engaged, dedicated, or inspired than by the work they're doing to give back to their communities.

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DeMeco Ryans: Winning Off the Field

Monday, May 01, 2017

Even though you may have worked and trained for it your entire life, nothing can really prepare you for the moment you realize you’re going to be a pro. “For me that moment clicked around my junior year of college,” says DeMeco Ryans, who was a linebacker for nine years for the Houston Texans and Philadelphia Eagles.

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Reader Q&A

Wednesday, February 01, 2017

In this issue, we examine the impact of potential tax reform on the municipal bond market, steps to take as you enter your retirement homestretch, and creative ways business owners can use insurance.

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What You Should Know About Probate, Trusts, and Beneficiary Designations

Wednesday, February 01, 2017

It pays to plan ahead. Creating an estate plan that avoids probate is an extra gift you can leave your beneficiaries. It can save them time and trouble, reduce costs, and protect everyone’s privacy, says attorney David A. Burns, a board-certified specialist in estate planning and probate law in Raleigh, North Carolina.

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