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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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Charitable Giving

Friday, July 13, 2018

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.

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Out of Alignment?

Thursday, July 12, 2018

This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations across the U.S. The survey results speak to a variety of topics important to nonprofits, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, fundraising, and the ways nonprofit endowment and foundation organizations are addressing these issues.

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Optimizing Your Retirement Plan

Thursday, June 28, 2018

The Pension Protection Act of 2006 (PPA) ushered in a range of new ways to encourage retirement savings in defined contribution plans, including automatic enrollment, automatic escalation, and qualified default investment alternatives (QDIAs). Since then, we have drawn some conclusions about the utilization, success, and shortcomings of new and existing tools for participants.

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Weighing the Merits of a Life Settlement

Thursday, June 21, 2018

Once the kids have flown the nest, or a family business has matured and changed hands, you might decide that a life insurance policy is no longer needed. As life circumstances change, the coverage may not seem worth the premiums. Your first thought might be to surrender the policy back to the insurance company for its cash value. However, a life settlement could yield you a better price or a better financial outcome for your family.

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Worth Protecting

Thursday, June 21, 2018

In the pine savannas of north Florida, Bailey understands that the most beneficial thing you can do for nature is to burn the woods. At first blush that might seem counterintuitive. But these grasslands and pines have evolved over millennia to rely on regular, relatively cool, low-to-the-ground fire. Many pines only set seed after their cones have been torched, and when the ground is cleared of dense brush, wildlife populations skyrocket.

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Reader Q&A

Thursday, June 21, 2018

In this issue, we look at rollback of the Department of Labor’s conflict of interest rule—otherwise known as the Fiduciary Rule—and address the important issue of optimizing retirement savings.

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