1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Vice President,
Financial Advisor
Kim joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where she served as a client advisor. In her role as vice president and financial advisor for CAPTRUST, she is responsible for helping institutional retirement plan sponsors prioritize and execute on plan design initiatives.
Kim earned her Bachelor of Science degree in finance from the University of Alabama and she holds the Accredited Investment Fiduciary (AIF®) designation. Kim and her husband, Jacob, reside in Harpersville, AL.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....
4 months ago
A year ago, markets were coming off one of the...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...