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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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Not-So-Traditional Retirement

Monday, October 16, 2017

Here’s what a typical work history used to look like: You got an education and training, took a job, and stuck with it. If you moved up, it was often with the same employer. A few decades later, when you were 65 or so, you retired to a life of leisure—or at least a life without paid work. But in 2017, the work world is changing. And in this new work world, retirement is changing too.

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America the Beautiful

Monday, October 16, 2017

The national parks are national treasures, so it’s no wonder that some park enthusiasts are determined to explore as many of them as they can. That’s true for John and Betty Callender of Daniels, West Virginia, who have been to 20 of the country’s 59 national parks and have plans to see more. The couple’s passion for the parks began in 2011 with a trip to parks in Montana, Wyoming, and Utah.

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A Culinary Collaboration

Monday, October 16, 2017

If you watch television cooking shows—particularly the high intensity cooking competitions—it seems chefs are all self-appointed emperors, differentiated only by the severity of their rule. Not at Standard Foods in Raleigh, North Carolina. Executive Chef Eric Montagne is a welcoming, down-to-earth Southerner who has built a kitchen culture that is kind to the earth, local farmers, staff, and, of course, the guests.

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In Good Company

Monday, October 16, 2017

The word “skeptic” comes from Greek roots that mean inquiry and observation— not doubt. So Dr. Franklin “Lin” Church has no problem admitting he was skeptical when he first heard about a business plan to send Americans overseas for surgery. Actually, when Rajesh Rao sat at Church’s kitchen table over mugs of coffee and pitched the idea that would become IndUShealth, Church thought, “He’s a great guy, but he’s way out on a limb.”

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Living Large with Less

Monday, October 16, 2017

Our possessions can possess us, especially when they cross the line from necessary to clutter—as they invariably do. We spend our 20s acquiring the trappings of being grown-up, our 30s acquiring the paraphernalia of young professionals and new parents, and our 40s acquiring the fruits of our success. By the time we reach our 50s, we have likely lost one or both parents and realized that you really can’t take it with you. All that stuff means very little in the long run, and there’s too much of it.

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Equifax Data Security Breach

Thursday, September 14, 2017

You may have seen or heard in the news this week that one of the big three credit bureaus, Equifax, had its data security breached. Equifax reported the data at risk includes the Social Security numbers, birth dates, and addresses of more than 143 million Americans. Equifax also said the breach involved some driver’s license numbers, credit card numbers.

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