4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Vice President,
Financial Advisor
Peggy joined CAPTRUST in 2014 as vice president, financial advisor and is responsible for providing investment advisory services to fiduciaries of corporate retirement plans. Prior to joining the firm, Peggy served as managing director with 401(k) Advisors charged with assisting plan sponsor clients to adopt ongoing fiduciary best practices, including investment due diligence, fee benchmarking, plan design and employee education and has worked in the industry since 1992.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
Today, the House of Representatives passed and President Trump is...
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...