An error occurred. Please check all fields and try again.* All fields are required.
Thank you for sharing.
October 2018 CAPTRUST Market Update
Surf and Turf
In this quarter's video market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, taxes, mid-term elections, interest rates, companies buying stock back, and other forces impacting the economy this past quarter.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
The latest episode of Williams Mullen’s Benefits Companion Podcast features CAPTRUST’s Beryl Ball. Ball offers her expertise on topics such as the selection of good candidates and the importance of fiduciary training for your retirement plan committee.
The July 2019 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) making it our fourth year to achieve this distinction. The magazine’s annual survey analyzes several indicators of business success.
PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.