1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Senior Financial Advisor,
Relationship Manager
Lisa joined CAPTRUST in 2014 as a senior financial advisor and relationship manager with the firm’s partnership with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated to encourage corporate fiduciaries to sponsor retirement plans that provide financial security for all employees.
Prior to the partnership, Lisa served as chief compliance officer and chief financial officer of DCAdvisors, and has worked in the industry since 1983.
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...