CapTrust welcomes
Angela Parrish, CFA
Senior Investment Consultant
CapTrust is pleased to announce Angela Parrish as Senior Investment Consultant for our Retirement Plan team. Her primary responsibilities include delivering investment consulting services to retirement plans and other institutional clients. Her area of specialization is asset consulting for defined contribution plans. Read More
Florida Museum of Photographic Arts
event hosted by CapTrust
CapTrust hosted this occasion to highlight the photographic exhibit Classic Images: Photography by Ansel Adams. Founded in 2001, the museum collects, preserves, and exhibits historic and contemporary works by nationally and internationally important photographic artists. FMoPA also enriches the community by operating outreach programs to educate children and adults. For more information about future exhibitions, please visit, www.fmopa.org
With a late June rally, equity markets managed to break even for the quarter after suffering two months of declining returns.
"The hardest thing in the world to understand is the income tax."
- Albert Einstein
Roger E. Robson
Managing Principal
102 W. Whiting Street, Suite 400
Tampa, FL 33602
What is your Investment Quotient?
How knowledgeable are you about the Dow Jones Industrial Average? Take this short interactive quiz to find out information about growth and value indices, and how the DOW is calculated and what is included in the S&P 500. Take the Quiz
Is Indexing Passive?
The most interesting aspect of this chart shows the overlapping of market caps. Of the 783 holdings that make up the Russell Mid Cap Index, 248 of them appear in either the Russell Mid Cap Value or Russell Mid Cap Growth Indices. This sheds some light on a wide variety of investment styles that may exist as well as 3 different indices that reside within the Large Growth category. Read More
CapTrust Speaks
CapTrust's consultants address organizations on a variety of topics including recent speaking engagements regarding fiduciary governance, investment outlook and overview and asset allocation. Read More
CapTrust Advisors, LLC does not render legal, accounting or tax advice. Please call your tax or legal
advisors before making any decision that may have tax consequences.
CapTrust Advisors, LLC is a registered investment advisor with the SEC.
