1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Financial Advisor
Lisa joined CAPTRUST from South Texas Money Management in 2019. She serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, Lisa served as a senior vice president and relationship manager at South Texas Money Management. She earned her Bachelor of Business Administration degree from the University of Texas at San Antonio and a Bachelor of Arts degree from Baylor University.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
1 month 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...