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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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Smashing the Pink Ceiling Together

10.08.2018

Serial entrepreneur Cindy Eckert sold her last company for $1 billion, got it back for next to nothing, is launching a controversial drug that could be the next blockbuster, and is on a mission to make other women equally rich. Never underestimate @cindypinkceo.

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Almost Astronauts

10.08.2018

Space tourism may be just a year or two away from a long-awaited reboot. NASA recently announced that the first two commercial spacecraft, Boeing’s CST-100 Starliner and SpaceX’s Crew Dragon, will carry U.S. astronauts to the International Space Station (ISS) next year. If successful, these test flights would bring commercial space travel for regular people one giant leap closer to reality.

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Unplugging from the Noise

10.08.2018

For journalist Catherine Price, the moment of truth came one night when she was feeding her infant daughter. She realized that her baby was gazing at her—but she was gazing at her smartphone, glued to a shopping website. “I saw the scene as it would have looked to an outsider—her focused on me, me focused on my phone—and my heart sank,” Price wrote in the New York Times recently.

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A Good Gig?

10.08.2018

A new generation of companies that provide goods and services on demand via smartphone applications has begun to reshape consumer and worker behavior, providing both groups with more choices than ever before. The growth of these services has created a gig economy, where workers are independent freelancers who choose their own hours and assignments over permanent employment.

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The Early Bird Gets the Worm

10.08.2018

Looking for a way to set your teenagers up for financial success down the road? Get them off to a good—and early—start by opening Roth individual retirement accounts (IRAs) for them as soon as they start working. Put the power of time and compounding to work on their behalf. You’ll be surprised at the result.

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Coping With Relocation Anxiety

10.08.2018

Moving homes at any age can be stressful. The organizational and physical tasks can be immense, and for older adults, this process can easily become overwhelming. Understanding the challenges seniors and their families will face while either transitioning to a new residence or making the necessary updates to a current home are why people are looking to senior move managers for assistance.

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Coordinating Long-Term Care Insurance with Government Benefits

07.21.2016

If you’re a senior, the future may present more of a concern than it once did—you may wonder what you’ll do if your health deteriorates. Fortunately, you may have several options. One such option is long-term care insurance. Government-regulated programs can also help. These include Medicare, Medigap, and Medicaid.

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Transitioning to Retirement: Must-Have Money Conversations

02.01.2017

Transitioning to retirement is a big life adjustment, one fraught with mixed emotions and moments of uncertainty. The goal is not to deny that you are having these feelings, but to proactively address these concerns and discuss them with your partner. Advisors who view retirement holistically see this as part of their role.

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Buying Supplemental Health Insurance: Medigap

08.02.2016

Medicare won’t cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap. Offered by private insurance companies, Medigap policies are designed to cover costs not paid by Medicare, helping you fill the gaps in your Medicare coverage.

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Gifting under the Tax Cuts and Jobs Act

10.08.2018

Planning to give away some of your money or other assets? The rules have changed—and you may benefit. Congress’s once-in-a-generation transformation of federal taxation, which President Trump signed into law in December 2017, not only affects the personal income tax, but also has an impact on gift and estate taxes. So when it comes to making gifts, it’s helpful to know what has changed—and what hasn’t.

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Getting a Grip on Gifting

11.09.2015

“I see people confused by some of the basic rules,” says Mike Gray, senior vice president and CAPTRUST financial advisor in Raleigh, NC, referring to the annual gift tax exclusion and estate taxes. That's a big problem for many investors—and a good reason to get the professionals involved.

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When Your Aging Parents Need Estate Planning

06.15.2016

Joe and Sarah have always been independent and have not shared their financial information with their children. Recently, Joe missed paying a few bills and started showing other signs of dementia. If you are concerned about the state of your parents’ estate planning, one of the most important roles you have could be helping them understand that they should seek professional advice.

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An Introduction to Estate Planning

07.22.2016

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death. What estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.

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