1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Senior Associate,
Financial Planning
Yen joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where she assisted other advisors in constructing retirement analysis, presenting the analysis to clients, reviewing accounts to determine need for allocation changes, and providing trading support.
In her role at CAPTRUST, Yen serves as a senior associate responsible for providing wealth management services to high-net-worth individuals, families, and institutions. Yen has been in the industry since 2017 and received her CFP® designation in 2019.
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...