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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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The Nonprofit Market Has Spoken (Webinar Recording)

Wednesday, December 12, 2018

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 watch CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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Understanding Medicare

Tuesday, November 27, 2018

Medicare is a federal program that provides health insurance to retired individuals—regardless of their medical condition—and certain younger people with disabilities or end-stage renal disease. This article contains extensive details on the most relevant parts of Medicare and details the changes that may be made during the end-of-year Medicare open enrollment period (OEP) which we are currently in.

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Fiduciary Update | November 2018

Tuesday, November 20, 2018

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

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Midterm Elections: What’s Next for America?

Wednesday, November 07, 2018

Yesterday, more than 113 million Americans exercised their right to vote in what was likely the largest midterm election turnout in history. The result: Democrats take the House and Republicans hold the Senate. This Market Thoughts explores the immediate impact of midterm elections and offers some initial thoughts on the likely market reaction.

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Midterm Elections: What’s Next for America?

Wednesday, November 07, 2018

Yesterday, more than 113 million Americans exercised their right to vote in what was likely the largest midterm election turnout in history. The result: Democrats take the House and Republicans hold the Senate. This Market Thoughts explores the immediate impact of midterm elections and offers some initial thoughts on the likely market reaction.

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IRS Announces 2019 Pension Plan Limitations

Thursday, November 01, 2018

The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2019. Some of the retirement plan-related limitations are changing because the annual cost-of-living increase met the statutory threshold that triggers their adjustment. This article features a table of highlights.

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