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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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Mission for Nutrition

Tuesday, June 11, 2019

After Doug Rauch embarked on a fellowship program for retired executives at Harvard University, his travels to Cambridge on the Massachusetts Turnpike took him by a billboard that made an indelible impression—and guided his future.

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Navigating a Crisis

Tuesday, June 11, 2019

No one gets through life without crisis. We all lose loved ones, and many of us, at one time or another, lose jobs, homes, or our health. Some of us see terrible things and live through disasters that make the evening news. Any one of us could find ourselves in crisis tomorrow.

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P(recession)

Tuesday, June 11, 2019

We have the privilege of working with a diverse range of clients, ranging from individuals and families to nonprofit institutions to companies across all industries and geographies. As is so often the case, we learn just as much (or more) from them as they do from us. We learn about the conditions of their businesses, where they see risks and opportunities, and what questions are top of mind for them.

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The Science of Happiness

Tuesday, June 11, 2019

Here’s one of the greatest paradoxes in the science of happiness: If you survey a group of older adults about who is happier, young or old people, most will say young people are happier—but they will be wrong.

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Reader Q&A

Monday, June 10, 2019

In this issue, we explore the latest Social Security projections and insight on planning for the future of the program, along with a look at the importance of creating and maintaining a home inventory.

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The Gift of Life

Monday, June 10, 2019

As people begin to consider end-of-life planning, they often reflect on what type of legacy they will be leaving behind. Discussions about heirlooms and what’s going to be gifted to family members and charities often feature prominently. But what about gifting life?

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