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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

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.

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Cash is Still King

02.06.2018

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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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?

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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 gentle, graceful exercises increase balance, flexibility, range of motion, strength, and mobility ...

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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, 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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Eldercare Planning: Five Tips for Starting the Conversation

06.15.2016

Discussing end-of-life issues is uncomfortable for most of us. But it is a necessary conversation for many reasons. The best time to engage in this dialogue with your family is when you are healthy and the days where you will need support seem far away. While your motivation may be lower now, when a crisis is not looming, the advantage is that you can be proactive, not reactive.

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A Smarter Future for Seniors

06.15.2016

As chief innovation officer for AARP, Terry Bradwell feels duty bound to try all the high-tech stuff marketed to seniors. Bradwell admits that some technology is more complicated to use than many older adults might prefer. However, if their dream is to stay safe, healthy, secure, and connected to the world—without moving out of their home—then technology is going to be their friend.

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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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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.

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Does Love Really Conquer All?

01.29.2016

Like most couples starting out, the Charmings were probably too busy falling in love to talk about their attitudes and beliefs about money. Then, as the years went by, they realized that living happily ever after involves more than love. It requires a willingness to engage in financial conversations and plan together for the future.

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Financial Tips for Unmarried Couples

08.08.2016

If you are in a long-term, committed relationship, you have many of the same financial concerns as married couples. However, you lack many of the legal protections and advantages that married couples enjoy. Here are some tips that can help you and your partner stay on the road to financial security.

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Establishing a Budget

08.30.2016

Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals.

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