Personal financial challenges like credit card debt, the cost of education, and saving for retirement have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.
Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.
On January 30, The National Tax-Deferred Savings Association (NTSA) announced CAPTRUST’s Wat Keys, CFP®, CRPS, as one of four 2019 Elite Advisor Award recipients.
We are pleased to announce that the Winter 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail next week. If you are interested in receiving VESTED Magazine, please let us know via email.
The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.
Seeber was recently included in a Forbes article originally published in Next Avenue, a Twin Cities-based affiliate of PBS. The article focuses on the financial impact that substance abuse can have on savings.
The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.