Episode 39: How credit can support your wealth plan
Financial Planning Episode 39: How credit can support your wealth plan
A custom borrowing strategy has long-term advantages, says Elizabeth Greene of Truist Wealth
Elizabeth Greene, wealth lending executive at Truist Wealth, discusses the role of credit in wealth management. It can offer flexibility and keep your progress toward your long-term goals on track.
6 Key Financial Planning Priorities
Investing and Retirement 6 key financial planning priorities
The power of a periodic review
Wealth clients have specific financial goals and challenges that require periodic discussions, including retirement, managing cash flow, and asset transition.
Private Equity Investing Explained
Investing and Retirement Private equity investing, explained
Get an overview of this complex asset class, which includes venture capital.
Private equity investing, including venture capital, is a hot financial topic. Here’s an overview of this complex asset class—and some points to keep in mind.
Private Equity Investing Explained
Investing and Retirement Private equity investing, explained
Get an overview of this complex asset class, which includes venture capital.
Private equity investing, including venture capital, is a hot financial topic. Here’s an overview of this complex asset class—and some points to keep in mind.
How Real Estate Investment Trusts (REITs) Can Help Diversify
Investing and Retirement Get “real” investment diversification with real estate investment trusts (REITs)
Certain conditions could fuel fresh REIT opportunities.
Learn how certain conditions offer fresh opportunities for real estate investment trusts and how you can leverage them to diversify investments.
Deferred Compensation: The Pros and Cons
Investing and Retirement Deferred compensation: The pros and cons
Is it better to put some off today for a better future?
For many highly compensated executives, nonqualified deferred compensation (NQDC) plans will serve as a major source of retirement income.
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
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
Investing and Retirement Tips to reduce loss aversion
Loss aversion can cause long-term challenges for investors. Learn how you can overcome it.
Overcome loss aversion in investing with proven strategies. Learn how to manage emotions, diversify, and stay focused on long-term financial goals.
Business Succession Planning: Strategies for a Smooth Transition
Business transition Business succession: Do you have a plan?
Put your company—and your family—on a path to future success.
Secure your company’s future with effective business succession planning. Learn strategies, key documents, and tips for a seamless leadership transition.
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.
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.