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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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Entrepreneurship Over 50

Wednesday, June 21, 2017

Starting your own business feels a lot like taking off on a zip line. The first step off the platform is exhilarating and terrifying, but you quickly realize you are wearing a harness and are attached to the line, says Stephen McCauley, 53, who has his own marketing communications firm in Arlington, Virginia. You know you wouldn’t have made this decision if it didn’t make sense, so you think, “I’m tethered. I’m OK,” he says.

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When Her Rise Means More Bread

Wednesday, June 21, 2017

The 1960s television show Leave It to Beaver featured the Cleavers, a traditional family, with dad going to work each day and mom staying home with the children. Hijinks ensued each episode with the youngest son, Theodore “Beaver” Cleaver, always getting in a sticky situation. As with most television shows, it reflected the times in which it was made. Simply put, men earned a living and women raised children.

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Find Your Tribe

Wednesday, June 21, 2017

Take a walk alone and you get some exercise. Take a walk with a friend—or a group of friends—and you get something more. “When you walk, you talk, and you never know where that will lead,” says Deborah Woller, 62, a retiree who lives in Naples, Florida. One place it’s likely to lead is to more walks, with all their physical and mental health benefits.

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Passing on the Joy of Giving

Wednesday, June 21, 2017

Teaching kids the joy of giving begins at home, and the training can start early. That’s what many families have found, including Mike and Karyn Hobson of Columbia, Maryland. Their three sons, 5 to 11, have worked at a food pantry, sold homemade cookie mixes to raise money for an orphanage in China, made cards for the elderly, and helped their parents pick out household goods for a refugee family.

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Broadcasting a New Story

Wednesday, June 21, 2017

Always happy to chatter away, Ysabel Durón was talking up a storm with her three older siblings one night while her mother cooked tortillas on the stove. Her exasperated father erupted from behind his newspaper in the other room. “You kids shut up or I’m going to take you out of that Catholic school!” he boomed.

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Far from Finished: Planning Successful Transitions

Wednesday, June 21, 2017

Nancy Schlossberg had spent a career studying adult transitions—life changes ranging from relocation to divorce to job loss—when she undertook some major transitions of her own. She retired from her post as professor of counseling psychology at the University of Maryland and, with her husband, moved to Sarasota, Florida. She had a vague idea that she would find new, non-teaching work there. “I thought it would be a piece of cake,” Schlossberg recalls. “I expected the world would want me to come work for them, and it didn’t happen. I was in a state of shock.”

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