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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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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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Transitioning to Retirement: Must-Have Money Conversations

Wednesday, February 01, 2017

Transitioning to retirement is a big life adjustment, one fraught with mixed emotions and moments of uncertainty. The goal is not to deny that you are having these feelings, but to proactively address these concerns and discuss them with your partner. Advisors who view retirement holistically see this as part of their role. “If we can take the financial burden off their plates, then we have done our job, allowing them to focus on the other aspects of transitioning to retirement,” says Aaron J. Morris, a CAPTRUST financial advisor in Des Moines, Iowa.

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Winging It

Wednesday, February 01, 2017

Chloe parts the broomsedge like Moses, headed for a milo strip, muzzle to the ground. A bird dog with a nose full of quail is a wonder to behold: flanks quivering, breath heaving in great plumes of steam. When the setter locks up to point the covey of birds, she stops so suddenly that there are skid marks behind her paws.

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From Starting Gate to Starting Over

Wednesday, February 01, 2017

It is a long way from Manhattan to Yanceyville, North Carolina, the county seat of a rural area once made great by bright-leaf tobacco, only to see its economy ruined by the Civil War. Yet that is just where Manhattan designer Elizabeth Macdonald found her second calling—helping retired racehorses from Northeastern tracks find their ways into new homes in the South.

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Dr. John Q. Walker | VESTED Voices

Tuesday, November 15, 2016

Introducing VESTED Voices, a short film series designed to inform and inspire VESTED readers. With this inaugural film, we feature Dr. John Q. Walker, chief technology officer at Raleigh-based Muses Labs, and his groundbreaking work to delay or reduce the incidence of Alzheimer’s disease.

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