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

Episode 38: Investing with discipline in 2026

Episode 38: Investing with discipline in 2026

Investing & Retirement Episode 38: Investing with discipline in 2026

Look beyond daily headlines to history and data for insights, says Keith Lerner of Truist Wealth

Podcast
01/07/2026
Episode 38: Investing with discipline in 2026

Keith Lerner, chief market strategist at Truist Wealth, shares his outlook for the markets in the U.S. and globally in 2026 by focusing on the lessons of history and analysis of the data.

How to Reduce Loss Aversion When Investing: Expert Tips

How to Reduce Loss Aversion When Investing: Expert Tips

Investing and Retirement Tips to reduce loss aversion

Loss aversion can cause long-term challenges for investors. Learn how you can overcome it.

Article
12/01/2025
Article

Overcome loss aversion in investing with proven strategies. Learn how to manage emotions, diversify, and stay focused on long-term financial goals.

Changing Role of Women in Managing Family Wealth

Changing Role of Women in Managing Family Wealth

Investing and Retirement The changing role of women in managing family wealth

Focusing on life priorities is a team effort

Article
10/26/2025
Article

Women now control around 34% of U.S. personal wealth. Discover how women are taking a hands-on approach to investing, retirement, and managing family wealth.

How to manage investing and inflation

How to manage investing and inflation

Investing & RetirementAdvisors’ take: Investing tips for high inflation

Hear from three financial advisors from Truist’s Client Advisory Center.

Article
05/30/2024
How to manage investing and inflation

Financial advisors from Truist’s Client Advisory Center share four tips for managing investing and inflation.

Make a Plan to Generate Income from Retirement Savings

Make a Plan to Generate Income from Retirement Savings

Investing and Retirement Make a Plan to Generate Income from Retirement Savings

Odds are you’ve thought a lot about how to save enough for retirement. Now it’s time for an equally critical

Article
05/30/2024
Make a Plan to Generate Income from Retirement Savings

Your retirement savings can generate income with the right plan. You'll need a withdrawal strategy that covers your expenses yet allows your savings to generate additional income.

Retirement Income: How Much Is Enough? | Truist

Retirement Income: How Much Is Enough? | Truist

Investing & Retirement Retirement Income: How Much Is Enough?

You know it’s important to plan for your retirement, but where do you begin? 

Article
05/30/2024
Retirement Income: How Much Is Enough? | Truist

One of your first steps in planning for retirement should be to estimate how much income you'll need to fund your retirement.

Deferred Compensation: The Pros and Cons

Deferred Compensation: The Pros and Cons

Investing & Retirement Deferred Compensation

The Pros and Cons

Article
03/19/2024
Deferred Compensation: The Pros and Cons

For many highly compensated executives, nonqualified deferred compensation (NQDC) plans will serve as a major source of retirement income. Here’s a look at the pros and cons of plan participation.

4 steps for women to optimize retirement income planning

4 steps for women to optimize retirement income planning

Investing and Retirement Planning 4 steps for women to optimize retirement income planning

Now is the time to take a more active role in planning for the retirement you’ve always envisioned

Article
12/14/2023
4 steps for women to optimize retirement income planning

Now is the time to take a more active role in planning for the retirement you’ve always envisioned

8 behavioral biases to avoid | Truist

8 behavioral biases to avoid | Truist

Investing & Retirement 8 behavioral biases to avoid

Understanding these biases will help you avoid common pitfalls and remain on track for your long-term financial goals.

Article
12/11/2023
8 behavioral biases to avoid | Truist

Understanding these biases will help you avoid common pitfalls and remain on track for your long term financial goals.

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    Bridging beliefs and behaviors

    Executive Summary

    Bridging family beliefs and behaviors

    Key insights into effective wealth transfer across generations

    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 Head of Investment Management, Oscarlyn Elder, to learn how purpose can impact your portfolio.

    Get the guidance you need to strategize

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