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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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Remarriage: Avoid Repeating the Marital Money Mistakes

Monday, February 05, 2018

When we are young and optimistic about our futures, we are often naïve about what spending the rest of our lives with another person entails. Many couples don’t realize the financial challenges they will face. But the second time you decide to tie the knot, you are wiser. And often your financial situation is more complex.

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Disconnect to Reconnect

Monday, February 05, 2018

For many, the thought of meditation conjures up ideas of spirituality. And, in fact, many who meditate believe they are enriching their souls. But what about the medical benefits a person can gain from meditation?

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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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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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