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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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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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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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