We are pleased to announce that the Winter 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of February 15.
This issue’s articles include:
- COVER: From Starting Gate to Starting Over
- The Challenges and Joys of International Adoption
- Managing Your Life Insurance Portfolio
- INVESTMENT STRATEGY: Is This the Beginning or the End
- CLIENT CONVERSATIONS: Reader Q&A
- LASTING LEGACY: What You Should Know About Probate, Trusts, and Beneficiary Designations
- MONEY TALKS: Transitioning to Retirement: Must-Have Money Conversations
- PASSION PURSUITS: Down-to-Earth Planning for a Dream Home
- EXPERT ANGLE: Winging It
If you are interested in receiving VESTED, please contact your CAPTRUST financial advisor or email us at VESTEDMagazine@captrustadvisors.com.
Check out our new resource center, which features wealth management articles, as well as the latest Investment Strategy and Market Thoughts.