Menu

Resources

Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

Advanced Filter

Highlights

Empowering a New Generation

01.29.2019

From Black Panther and convict to writer, poet, producer, college professor, Academy Award nominee, and youth advocate, Jamal Joseph’s life has taken a circuitous path to the present. His is a story of perennial social activism, advancing lessons from his Black Panther days to empower a new generation.

Read More

Aligning Values with Investments

01.29.2019

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.

Read More

How We Grieve

01.29.2019

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.

Read More

Vacations for the Generations

01.29.2019

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.

Read More

Eats on the Streets

01.29.2019

Many chefs are deciding to forego traditional brick-and-mortar establishments in favor of a traveling restaurant—with far less overhead and restraints. With this shift in dining options, hungry customers are taking advantage of the convenience, variety, and novelty of food trucks.

Read More

Questions or comments about VESTED Magazine?

Send us a message!

Disconnect to Reconnect

02.05.2018

For many, the thought of meditation conjures up ideas of spirituality. And, in fact, many who meditate believe they are enriching their souls. But what about the medical benefits a person can gain from meditation?

Read More

Tai Chi for Balancing Body, Mind, and Life

06.15.2016

Tai chi, a mind-body program that combines ancient Chinese martial arts moves with meditation, is shaping up to be a modern-day prescription for better health. The graceful exercises increase balance, flexibility, strength, and more.

Read More

Find Your Tribe

06.21.2017

Take a walk alone and you get some exercise. Take a walk with a friend—or a group of friends—and you get something more. “When you walk, you talk, and you never know where that will lead,” says Deborah Woller, 62, a retiree who lives in Naples, Florida. One place it’s likely to lead is to more walks, with all their physical and mental health benefits.

Read More

Strength in Numbers

01.29.2019

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.

Read More

401(k) Plans

02.11.2019

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans.

Read More

Understanding Medicare

11.27.2018

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.

Read More

An Introduction to Estate Planning

12.21.2018

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.

Read More

Trust Basics

05.26.2016

A trust is a legal entity that holds assets for the benefit of another. Basically, it's like a container that holds money or property for somebody else. You can put practically any kind of asset into a trust, including cash, stocks, bonds, insurance policies, real estate, and artwork. The assets you choose to put in a trust depend largely on your goals.

Read More