• Fiduciary Update | November 2018


    In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as retirement plans and student loan debt, legacy employer stock in light of the Dudenhoeffer standard, ERISA and bankruptcy, and recent developments on university retirement plan litigation.

    Read More
  • Forecast: Mostly Sunny but Partly Cloudy


    Our newest Investment Strategy article will take a deep dive into the following topics: corporations reinvesting their tax reform windfalls in both stock buybacks and capital expenditures; unease over trade tensions potentially hampering business and consumer confidence; and the mixed blessings of higher interest rates.

    Read More
  • Financial Fitness Over 50


    Employees shouldn't have to wonder if they’re set up for success in retirement. We explore the ever-growing number of plan sponsors investing in advice and financial wellness for their preretiree employees and provide insight into how employers are uniquely positioned to help their older workers build wealth, set expectations, and plan for the future.

    Read More


Schott Honored with ArchCare Community Service Award


During last month’s ArchCare Gala at Gotham Hall in New York City, CAPTRUST’s Stephen Schott was honored for his work with—and service to—archdioceses in general, and ArchCare specifically. The gala raised $1.5 million for ArchCare.

Read More


Upcoming Webinar! The Nonprofit Market Has Spoken


Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

Read More


VESTED, Fall 2018


We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

Read More