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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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July 2018 CAPTRUST Market Update

Thursday, July 26, 2018

In this market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, tariffs, international trade disputes, and other forces impacting the economy this past quarter.

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Make It a Triple Espresso!

Tuesday, July 24, 2018

The U.S. economy had been sleepwalking for almost a decade. Now, caffeinated by the triple espresso of individual tax cuts, corporate tax cuts, and increased government spending, the U.S. economy has been jolted awake and has broken into a jog, which could increase in pace to a sprint if trade tensions don’t weigh it down.

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Make It a Triple Espresso!

Tuesday, July 24, 2018

The U.S. economy had been sleepwalking for almost a decade. Now, caffeinated by the triple espresso of individual tax cuts, corporate tax cuts, and increased government spending, the U.S. economy has been jolted awake and has broken into a jog, which could increase in pace to a sprint if trade tensions don’t weigh it down.

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Charitable Giving

Friday, July 13, 2018

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.

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Out of Alignment?

Thursday, July 12, 2018

This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations. The survey results speak to a variety of topics, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, and fundraising.

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Optimizing Your Retirement Plan

Thursday, June 28, 2018

The Pension Protection Act of 2006 (PPA) ushered in a range of new ways to encourage retirement savings in defined contribution plans, including automatic enrollment, automatic escalation, and qualified default investment alternatives (QDIAs). Since then, we have drawn some conclusions about the utilization, success, and shortcomings of new and existing tools for participants.

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