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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

10.16.2017

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

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.

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A Culinary Collaboration

10.16.2017

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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Reader Q&A

10.16.2017

In the Fall 2017 issue of VESTED, we explore the rising cost of health care in retirement, how long to retain your financial documents, and disability insurance for the self-employed. If you have a question for the VESTED team, we’d love to hear from you and see if we can help.

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Living Large with Less

10.16.2017

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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The Sandwich Generation: Juggling Family Responsibilities

08.02.2016

At a time when your career is reaching a peak, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined the ranks of the “sandwich generation.”

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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.

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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.

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Teaching Your College-Age Child about Money

07.26.2016

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college.

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Six Ways to Maximize your Social Security

01.31.2015

What’s the best time to start collecting Social Security retirement benefits? What strategies are available? Can you continue working while collecting benefits? Such questions can bedevil busy working people who are planning ahead for retirement. So here are six helpful ways to make the most of your Social Security benefits.

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Social Security Retirement Benefits

07.08.2016

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor's, disability, and other benefits, retirement benefits are still the cornerstone of the program.

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Understanding Social Security

08.19.2016

Social Security is more than just a retirement program. Its scope has expanded to include other benefits as well, such as disability, family, and survivor’s benefits. The Social Security system is based on a simple premise: Throughout your career, you pay a portion of your earnings into a trust fund by paying Social Security or self-employment taxes. Your employer, if any, contributes an equal amount.

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Social Security Survivor’s Benefits

08.31.2016

When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier.

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