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VESTED, Summer 2016

We are pleased to announce that the Summer 2016 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 June 15.

This issue's articles include:

VESTED CoverCOVER: Building a Second Act: Down on the Farm

Make Sure Your Credit Score Shines

A Smarter Future for Seniors

INVESTMENT STRATEGY: The Inelegant Narrative


EXPERT ANGLE: When Your Aging Parents Need Estate Planning

LASTING LEGACY: Donor-Advised Funds: Charitable Giving Made Easy

MONEY TALKS: Eldercare Planning: Five Tips for Starting the Conversation

PASSION PURSUITS: Tai Chi for Balancing Body, Mind, and Life

If you are interested in receiving VESTED, please contact your CAPTRUST financial advisor or email us at



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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