Wesley M. Boyce, CFP®’s Post

How to Improve Your Health with Data From setting your goals and budget to comparing features and styles, learn how data can empower you to make informed decisions about your health. Explore the benefits of tracking your health metrics, as demonstrated by real-life stories, and understand how modern technology can aid in early detection, prevention, and creating healthier daily habits.

It's a common saying that the average investment cycle lasts just a little longer than the average investor's attention span. Today, it's possible we're about to see the end of a cycle and the start of a new era. In this quarter's edition of our Market Update video, learn more about the economic and market signals CAPTRUST is watching to stay prepared for a range of potential outcomes.

Ways to Ensure a Tax-Smart Retirement For many people, creating a financially secure retirement means years of disciplined saving and meticulous financial planning. Amid visions of leisurely days and newfound freedom, however, it’s easy to underestimate the looming reality of taxes in retirement. To make the most of your accumulated wealth, tax planning should continue long after you stop working.

Making 80 the New 60 When Dana Gibson was feted at her 80th birthday party, several people attested to how she operates more like a 60-year-old than an 80-year-old. She travels extensively—though her exploring the wilds of Guatemala may have slowed down—attends Broadway plays and cultural events, plays tennis several times a week, hikes, volunteers at a church, is as active as many millennials, and looks 20 years younger than her age.

Market Update | January 2024 In 2024, most market watchers are predicting an economic soft landing, where growth slows but the country avoids entering a recession. This is the most likely and best-case scenario. But last year, consensus expectations were solidly wrong, proving that the future is unpredictable, even when there’s widespread agreement about the path ahead. In this edition of our quarterly Market Update video, Chief Investment Officer Mike Vogelzang explains several factors that could lead the U.S. economy in a different, and possibly less favorable, direction.

High Earners Face Retirement Challenges More money can help employees get ahead financially, but even a hefty income won’t secure a successful retirement.

Who Is Your Financial Ally? In 2022, more than 2.4 million people became the victims of financial fraud, losing a total of nearly $8.8 billion, according to the Federal Trade Commission. People of all ages lost money, but the amount was highest for people over 50, and it increased in correlation with the victims’ ages. In other words—and not surprisingly—as we age, we are more likely to be taken advantage of financially.

11.1.2023 IRS Announces 2024 Retirement Plan Limitations The Internal Revenue Service today announced its annual update to dollar limitations for retirement plans for the 2024 tax year. The table below provides a few highlights.

Market Update | October 2023 In this edition of our quarterly Market Update video, Chief Investment Officer Mike Vogelzang discusses three long-term trends that are already shaping investment strategies today: demographics, deglobalization, and digital transformation. Watch to learn how these trends are impacting the markets and economy today, and what CAPTRUST is watching as we look into the future.