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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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Reader Q&A

Tuesday, February 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.

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January 2018 CAPTRUST Market Update

Tuesday, February 06, 2018

In this video, CAPTRUST Chief Investment Officer Kevin Barry discusses the Tax Cuts and Jobs Act, and its impact on both individuals and corporations.

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January 2018 CAPTRUST Market Update

Tuesday, February 06, 2018

In this video, CAPTRUST Chief Investment Officer Kevin Barry discusses the Tax Cuts and Jobs Act, and its impact on both individuals and corporations.

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Cash is Still King

Tuesday, February 06, 2018

While predictions that we are on the verge of a “cashless society” date from at least 1969, we are not there yet. Some analysts and business interests are betting on and cheering for that nearly cashless future. A 2017 report from Visa said the tipping point is upon us in the “age of the digitally empowered consumer.” Others say our love affair with cash is far from over and still has advantages.

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When You Need Help Navigating Senior Care

Tuesday, February 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, keep track of his health issues, and hire home caregivers. She raced to the hospital during emergencies. Then things really snowballed.

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Prophecy is Full of Risks

Tuesday, February 06, 2018

The new year presents each of us with a clean slate—an opportunity to hit the reset button and start anew. We make our resolutions, and maybe a few of us create new habits that will make us healthier, wealthier, and wiser going forward. It also presents chief investment officers with the dubious honor of making predictions about the upcoming 12-month period.

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