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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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Understanding Volatility

03.14.2019

In this video, CAPTRUST's Brandon Aber discusses how the markets work and how volatility impacts an investor's portfolio. Specifically, he covers short-term market behavior and long-term market behavior, as well as how those markets are dictated. Key takeaways include the indicators an investor should focus on when thinking about long-term returns, and why time in the market is more important than timing the market.

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Aligning Values with Investments

01.29.2019

Talking about personal finances, including how to best invest your wealth as a couple, can be challenging. In fact, almost half of Americans would rather discuss religion, politics, or dying than personal finance with a loved one.

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How We Grieve

01.29.2019

It begins so early. As tiny children, when we’re forced apart from our mothers. Then there are the rejections on the playground, the losses of jobs, the collapse of marriages. By the time we are adults, most of us are experts on experiencing grief.

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January 2019 CAPTRUST Market Update

01.22.2019

CAPTRUST Chief Investment Officer Kevin Barry talks about the recent market volatility from late 2018 and if signs are pointing toward a recession. Barry reminds investors to have a long-term view and keep in mind that the stock market is not the economy and the economy is not the stock market. While the news headlines sound negative, there is good news underneath.

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Reader Q&A

01.29.2019

In this issue, we offer a few insights about protecting yourself and your data from cybercriminals and how the Tax Cuts and Jobs Act may impact your tax filing for 2018.

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Home with Room to Spare

01.29.2019

A record 64 million Americans lived in multigenerational homes in 2016, according to the Pew Research Center. The count includes young adults living with their parents, elders living with their grown children, and grandparents living with grandchildren.

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Vacations for the Generations

01.29.2019

Whether it’s a once-a-year or once-in-a-lifetime family trip, vacations with multiple generations of family members become interwoven into family folklore, creating a treasured legacy that endures, even after family members pass on and new ones are born.

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The Sandwich Generation: Juggling Family Responsibilities

08.02.2016

At a time when your career is reaching a peak, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined the ranks of the “sandwich generation.”

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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. 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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Strength in Numbers

01.29.2019

A group can drive us to work out harder—perhaps because we want to measure up or do our part for the team. It’s an example of the well-known Köhler effect, seen in everything from business to mountain climbing. When working on a task with others, many of us will put in extra effort.

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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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Find Your Tribe

06.21.2017

Take a walk alone and you get some exercise. Take a walk with a friend—or a group of friends—and you get something more. “When you walk, you talk, and you never know where that will lead,” says Deborah Woller, 62, a retiree who lives in Naples, Florida. One place it’s likely to lead is to more walks, with all their physical and mental health benefits.

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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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