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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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Aligning Values with Investments

Tuesday, January 29, 2019

Talking about personal finances, including how to best invest your wealth as a couple, can be challenging. In fact, almost half of Americans would rather discuss religion, politics, or dying than personal finance with a loved one.

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Strength in Numbers

Tuesday, January 29, 2019

A group can drive us to work out harder—perhaps because we want to measure up or do our part for the team. It’s an example of the well-known Köhler effect, seen in everything from business to mountain climbing. When working on a task with others, many of us will put in extra effort.

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Vacations for the Generations

Tuesday, January 29, 2019

Whether it’s a once-a-year or once-in-a-lifetime family trip, vacations with multiple generations of family members become interwoven into family folklore, creating a treasured legacy that endures, even after family members pass on and new ones are born.

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The Housing Market

Tuesday, January 29, 2019

Housing is both an enormous driver of the U.S. economy and a strong cultural desire. The latter was reinforced during a recent institutional client visit to Waco, Texas, a city transformed by the power of the notion of “home.”

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How We Grieve

Tuesday, January 29, 2019

It begins so early. As tiny children, when we’re forced apart from our mothers. Then there are the rejections on the playground, the losses of jobs, the collapse of marriages. By the time we are adults, most of us are experts on experiencing grief.

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Reader Q&A

Tuesday, January 29, 2019

In this issue, we offer a few insights about protecting yourself and your data from cybercriminals and how the Tax Cuts and Jobs Act may impact your tax filing for 2018.

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