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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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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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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, hire home caregivers, and race to the hospital during emergencies. Then things really snowballed.

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Get Your Best Night's Sleep

02.05.2018

More than one-third of U.S. adults habitually get less than the recommended nightly minimum of seven hours of sleep, raising risks for diabetes, heart disease, obesity, depression, and more, says the Centers for Disease Control and Prevention. Clinical psychologist Michael Breus makes his living dispensing sleep advice as a private practitioner, consultant, and author.

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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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Market Thoughts 12.20.2017

12.20.2017

The Tax Cuts and Jobs Act passed the House and Senate today and is expected to be signed into law by President Trump. This is a big deal and the largest tax reform since 1986. It includes lots of changes to the current tax code.

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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 graceful exercises increase balance, flexibility, strength, and more.

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Running Strong

06.21.2017

We runners classify hills much as the Inuit distinguish snow conditions—very precisely. There are bumps, inclines, and slopes so torturous they rip at the human spirit. The Boston Marathon’s infamous Heartbreak Hill falls into the last category—long, steep, and late in the race, at the 21-mile mark.

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A Higher Calling

01.29.2016

Many people love to hike, but some are so passionate about the sport that they have taken it to new heights. Take Bob Jones, 60, a senior vice president and financial advisor at CAPTRUST in Charlotte, North Carolina. Besides taking hiking trips with his wife and children, Jones and a group of buddies go on challenging mountain adventures.

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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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Estate Planning and 529 Plans

06.06.2016

When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for college, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more of your estate for your loved ones after you die. So, if you're thinking about contributing money to a 529 plan, it pays to understand the gift and estate tax rules.

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Tax-advantaged Ways to Save for College

06.06.2016

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because over time, you can potentially accumulate more money with a tax-advantaged investment compared to a taxable investment.

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Education Tax Credits

08.30.2016

Now that your child is in college, you might qualify for one of two education tax credits—the American Opportunity credit and the Lifetime Learning credit. And because a tax credit is a dollar-for-dollar reduction against taxes owed, it’s more favorable than a tax deduction, which simply reduces the total income on which your tax is based.

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