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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An Introduction to Estate Planning

Friday, December 21, 2018

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death. What estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.

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Estate Planning and 529 Plans

Friday, December 21, 2018

When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for college, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more of your estate for your loved ones after you die. So, if you're thinking about contributing money to a 529 plan, it pays to understand the gift and estate tax rules.

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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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