Investing & retirement resources

Reaching your investing and retirement goals starts by aligning your purpose and your plan. These resources offer tips, strategies and solutions to help you envision and forge the path ahead.

Thought leadership on investing and retirement

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    The impact of purpose.

    Purple PaperSM

    The Impact of Purpose

    Find inspiration from Truist thought leaders to spark innovation and chart a stronger course.

    Download Now (PDF) to read the Purple Paper PDF.
    Download Now (PDF) to read the Purple Paper PDF.

    Podcast

    I've been meaning to do that

    Join Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder, to learn how purpose can impact your portfolio.

    Podcast

    I’ve Been Meaning To Do That: From Purpose To Action

    Join Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder, to learn how purpose can impact your portfolio.

    Tune in to check out our podcast.

    Get the guidance you need to strategize

    Our insights

    From in-depth market commentary to trends impacting the broader economy, our advisors deliver insights that will help you understand where markets are today and where they may be headed tomorrow.

    Wealth perspectives

    Go beyond the numbers with our latest thought leadership on a variety of topics, including retirement and investing, and perspectives that show how purpose—your purpose—is at the heart of all we do.

    Work with us

    You bring your unique purpose and goals. We bring strategies and solutions. Together, we’ll ignite your potential. Connect with an advisor today to learn how we can support every phase of your financial future.

    Stay informed and get connected

    Looking for fresh thinking and new opportunities? We’ve got you covered.

    Find an advisor

    Work with a true advisor who sees your vision and has the resources to help you achieve it. We’re ready to focus on your investing and retirement goals—wherever you are in your journey.

    Find an advisor

    Helpful links

    Advisor-led investing and retirement guidance
    Financial planning
    Personal investing services
    Like what you're seeing? Get it direct.

    Sign up for our Truist Perspectives emails to get tips and inspiration—right to your inbox.

    Please enter a first name
    Please enter a last name
    Please enter a valid email address
    Component ID : "accordionGridLayout-1194370725"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2025, Truist. All Rights Reserved.