Menu

Resources

Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

Advanced Filter

Highlights

Reader Q&A

02.06.2018

The Tax Cuts and Jobs Act that President Trump signed into law in late December is the largest change to the tax code in 30 years. This Reader Q&A focuses exclusively on the Tax Cuts and Jobs Act’s impact on the economy, the stock market, and your personal tax situation.

Read More

Get Your Best Night's Sleep

02.05.2018

More than one-third of U.S. adults habitually get less than the recommended nightly minimum of seven hours of sleep, raising risks for diabetes, heart disease, obesity, depression, and more, says the Centers for Disease Control and Prevention. Clinical psychologist Michael Breus makes his living dispensing sleep advice as a private practitioner, consultant, and author.

Read More

Remarriage: Avoid Repeating the Marital Money Mistakes

02.05.2018

When we are young and optimistic about our futures, we are often naïve about what spending the rest of our lives with another person entails. Many couples don’t realize the financial challenges they will face. But the second time you decide to tie the knot, you are wiser. And often your financial situation is more complex.

Read More

A Return to Normalcy?

02.06.2018

After returning more than 21 percent last year and jumping up another 7.5 percent through late January, the stock market has declined nearly 8 percent from its close on January 26. This decline brings us back to mid-November 2017 price levels. You may be wondering what caused the downdraft, when this period of volatility will end, and if you should be worried.

Read More

Market Thoughts 12.20.2017

12.20.2017

The Tax Cuts and Jobs Act passed the House and Senate today and is expected to be signed into law by President Trump. This is a big deal and the largest tax reform since 1986. It includes lots of changes to the current tax code.

Read More

Questions or comments about VESTED Magazine?

Send us a message!

America the Beautiful

10.16.2017

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.

Read More

Find Your Tribe

06.21.2017

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.

Read More

Tai Chi for Balancing Body, Mind, and Life

06.15.2016

Tai chi, a mind-body program that combines ancient Chinese martial arts moves with meditation, is shaping up to be a modern-day prescription for better health. The graceful exercises increase balance, flexibility, strength, and more.

Read More

Disconnect to Reconnect

02.05.2018

For many, the thought of meditation conjures up ideas of spirituality. And, in fact, many who meditate believe they are enriching their souls. But what about the medical benefits a person can gain from meditation?

Read More

When You Need Help Navigating Senior Care

02.06.2018

For years, Helene Solomon juggled running her public relations company in Boston and supervising the medical care of her parents in New York City. When her father’s medical problems started to increase, she helped her mother set up her father’s doctor appointments, hire home caregivers, and race to the hospital during emergencies. Then things really snowballed.

Read More

Setting Limits With the Boomerang Generation

10.16.2017

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.

Read More

Saving for Retirement and a Child’s Education at the Same Time

07.22.2016

You want to retire comfortably when the time comes. You also want to help your child go to college. So, how do you juggle the two? Saving for your retirement and your child’s education at the same time can be challenging, but you may be able to reach both goals if you make smart choices now.

Read More

Estate Planning and 529 Plans

06.06.2016

When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for college, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more of your estate for your loved ones after you die. So, if you're thinking about contributing money to a 529 plan, it pays to understand the gift and estate tax rules.

Read More