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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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Weighing the Merits of a Life Settlement

Thursday, June 21, 2018

Once the kids have flown the nest, or a family business has matured and changed hands, you might decide that a life insurance policy is no longer needed. As life circumstances change, the coverage may not seem worth the premiums. Your first thought might be to surrender the policy back to the insurance company for its cash value. However, a life settlement could yield you a better price or a better financial outcome for your family.

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Worth Protecting

Thursday, June 21, 2018

In the pine savannas of north Florida, Bailey understands that the most beneficial thing you can do for nature is to burn the woods. At first blush that might seem counterintuitive. But these grasslands and pines have evolved over millennia to rely on regular, relatively cool, low-to-the-ground fire. Many pines only set seed after their cones have been torched, and when the ground is cleared of dense brush, wildlife populations skyrocket.

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Reader Q&A

Thursday, June 21, 2018

In this issue, we look at rollback of the Department of Labor’s conflict of interest rule—otherwise known as the Fiduciary Rule—and address the important issue of optimizing retirement savings.

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Swedish Death Cleaning 101

Thursday, June 21, 2018

Margareta Magnusson gets right to the point: “Let me make your loved ones’ memories of you nice—instead of awful.” That’s how the Swedish artist turned author opens her recent book, The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter.

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Midlife Reimagined

Thursday, June 21, 2018

A midlife course correction can be triggered by a seminal moment—a deep pain or loss—or the realization that the current path is leading in unsatisfying directions. For veteran National Public Radio reporter Barbara Bradley Hagerty, it was both.

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Just Say No to Retirement

Thursday, June 21, 2018

For most of human history, there was no such thing as retirement. Life was short, and most workers kept on working until they could not work any longer. Then came the 20th century. Social Security, pension plans, and a growing leisure industry helped invent retirement to move aging workers out of the way of their younger and, presumably, more productive colleagues.

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