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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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Managing Your Life Insurance Portfolio

Wednesday, February 01, 2017

About 87 million U.S. households own some form of life insurance. “However, too few policies are being analyzed to make sure that the insurance matches the policyholder’s needs,” said Mike Molewski, CFP®, principal and financial advisor at CAPTRUST’s Strategic Advisor Group in Bethlehem, Pennsylvania. “When a professional advisor conducts a thorough life insurance review, clients often reap substantial benefits.”

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Down-to-Earth Planning for a Dream Home

Wednesday, February 01, 2017

There’s no place like your dream home. That’s what Grace and Joe Simcoe have found. When they were in their 50s, the couple decided they wanted to move from Baton Rouge to Lexington, Virginia, when they retired. But they couldn’t find a house they loved, so they custom built their dream home in the Shenandoah Valley.

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The Challenges and Joys of International Adoption

Wednesday, February 01, 2017

College sweethearts Paul and Mary Jean (MJ) Schaffer married in the late 1980s and always wanted three children. But life happened, and by the time their first two children, Alex and Natalie, were in grade school, time was running out for the couple to have more biological children. MJ, a stay-at-home mom, and Paul, a CAPTRUST financial advisor, started talking about their options.

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Hooked on Fly Fishing

Wednesday, November 02, 2016

Fly fishermen’s passion for the pursuit runs deep. Rush Benton, 57, enjoys everything about it. “You are in beautiful surroundings interacting with nature. You are in the river, and the water is moving,” says Benton, senior director of wealth management for CAPTRUST in Raleigh, North Carolina. “It’s a thinking sport. You have to think about what fly to use and how to present it to the fish. You have to read the water to figure out where the fish might be holding.”

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Keeping Your Money Safe When You Travel

Wednesday, November 02, 2016

It was 9 p.m. on a Tuesday in London’s Streatham Hill district. We’d just had dinner and were flying to Cambodia the following morning, so we needed cash. Spotting a Sainsbury’s ATM on the way to our car, we popped in our card and waited. No cash. Even worse, no card. The ATM had devoured it.

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Old Dog, New Trick: The Power of Adult Learning

Tuesday, November 01, 2016

Jeffrey Watson remembers the time his mother, then 45, decided to learn to play the piano, a lifelong dream for a woman who lost her chance to play as a child when her impoverished family had to break up their piano for firewood. She had been practicing every night for about two weeks when she decided to take a break and go to a movie instead.

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