Truist Perspectives

Financial Planning How to make an impact through scholarship funds

Learn how you can empower communities by investing in scholarship funds.

Lifestyle The new era of luxury travel

Growth in the luxury travel sector gives you new opportunities for unique getaways.

Financial Planning Tax efficiency in the second half of the 2020s

How potential tax code changes could affect your wealth plan in the next five years.

Center for Family Legacy Episode 30: Raising Independent Heirs

Drew Egan of the Center for Family Legacy on providing for your children while fostering self-reliance.

Financial Planning Essential tips for successful business transition planning

Thinking ahead can help meet your and your company’s needs.

Investing & Retirement Episode 29: Using the Truist Wealth Investment Philosophy

Chief Market Strategist Keith Lerner explains the benefits of an evidence-based investment philosophy.

Estate Planning Selecting the charitable trust that suits you

How two types of charitable trusts can give back to your community while strengthening your finances

Financial Planning The core components of a comprehensive financial plan

Discover how you can simplify the planning process.

Center for Family Legacy Bridging the cross-generational communication gap.

Strategies to help communicate across generations.

Financial Planning What are structured products?

Structured notes and market-indexed certificates of deposit are complex investments that may be right for some investors.

Investing & Retirement Episode 28: Financial Planning for a Long Life

Listen as Alex Null of Truist Wealth helps you start longevity planning today with your goals and investments.

Investing & Retirement Women’s unique opportunity to make their mark

Capitalizing on investment’s female-forward future

Lifestyle Expanding your investment palette by adding art to your portfolio

Ways to connect your passion for art to your wealth plan

Leadership Episode 27: Jamil Zaki on the Empathy Dividend

Listen as Professor Jamil Zaki discusses his research into the science of empathy and human connection.

Center for Family Legacy Preserving intergenerational wealth through strategic planning

Discover how early planning for wealth transfer can help you achieve long-term legacy objectives.

Center for Family Legacy The evolution of philanthropy in wealth transfer

Establishing a family culture of giving

Center for Family Legacy Increasing family engagement for successful trust and estate planning

Learn proven ways to promote effective wealth transfer through your estate plan.

Financial Planning Jamil Zaki on Strengthening Family Businesses and Navigating Conflict

A Stanford professor’s advice on using empathy to manage disagreements and nourish a family business.

Estate Planning 3 key steps to planning for longevity

Begin building a legacy plan that ensures your assets outlive you.

Leadership A CEO’s guide to effective philanthropy

When a company wants to give back, the chief executive has a key role in ensuring the effort is successful.

Community Ep. 26: Inspiring Philanthropy That Impacts Communities

Listen in on an entrepreneur’s journey and effective community action for business leaders.

Center for Family Legacy Navigating wealth transition

Five essential family governance best practices.

Center for Family Legacy Mentoring and the family legacy

Nurturing multigenerational wealth literacy.

Estate Planning Estate planning for blended families

Manage the complexities—financial and emotional—to ensure your plan reflects your wishes.

Estate Planning Help sustain your wealth for future generations

Learn how to create a sound generational wealth strategy to help your assets potentially last for years to come.

Center for Family Legacy Cementing the family bond

The role of cohesiveness in wealth transition.

Financial planning Episode 25: Building culture within a family

Listen in on the importance of establishing shared values and beliefs to help build family culture.

Financial planning Bonus Episode: Applying lessons in 2025

Listen back to guests from 2024 and apply lessons learned in 2025.

Financial planning Episode 24: Preparing the next generation

Hear how to start involving and preparing the next generation to continue family wealth

Financial Planning Impact of a sunset of the Tax Cuts and Jobs Act

Planning considerations for a potential change to a key piece of tax legislation.

Financial Planning Giving your adult children a financial leg up through a lifetime wealth transfer

The financial and emotional benefits of helping your loved ones in the present can create positive impacts across multiple generations.

Financial planning Episode 23: Sustaining wealth for future generations

Hear how to create and sustain wealth for future generations.

Financial Planning Customizing your inheritance strategy

Get professional insights that help you move beyond off-the-shelf legacy planning.

Financial planning Episode 22: A personal story of unexpected success

Hear how one CEO surprised even herself by coming back to lead her family’s manufacturing business.

Financial planning Episode 21: Preparing the next generation for leadership

Hear tips on making your family business an extension of your family values.

Investing & Retirement Understanding Equity Compensation

Insights to help choose the compensation offer that fits your finances 

Center for Family Legacy Wealth literacy: Empowering the next generation

Learn how to approach personal finances, investing, philanthropy and more.

Financial planning Episode 20: Developing the family enterprise

Bring your family members into the family business and build an enterprise that will last.

Financial Planning Prepare your finances for the unexpected

With the right planning, your finances can handle whatever surprises come your way.

Financial planning Episode 19: Define success for your family business

Hear tips on making your family business an extension of your family values.

Financial Planning Prepare your family business for the future

Your family members can help grow and develop the family enterprise for years to come.

Community How to maximize your charitable giving impact

With all the different ways to give and their financial implications, it’s important to keep best practices in mind.

Financial planning Episode 18: How to plan for caregiving

Hear why it’s important to talk to your family and advisor about aging.

Financial Planning Why you need to talk about caregiving

Consider the direct and indirect costs of aging as part of a long-term financial plan.

Financial Planning Information you need to develop a financial plan

Here’s some of what you might need to provide your advisor when developing a financial plan.

Financial Planning How to align your purpose with wealth objectives

To live your purpose, connect it to your wealth objectives. Here are three steps to help get you started.

Financial Planning Common hidden biases that affect your decisions

Learn the four ways your mind may be working against you—and steps you can take to counter these biases.

Financial Planning Plan for the transition to retirement

Prepare yourself for the emotional aspects of retirement. Develop a plan for easing into the next stage.

Financial Planning Use purpose to guide your decisions

Understanding your purpose can help you sort through the choices in wealth planning.

Financial Planning Explore your purpose and values

Understanding your purpose can help you sort through the choices in wealth planning.

Investing & RetirementAdvisors’ take: Investing tips for high inflation

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

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

Investing & Retirement Retirement Income: How Much Is Enough?

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

Center for Family Legacy Next-gen personal and professional development

Strategies to support the next generation’s desire to become wealth creators.

Financial Planning Why cash flow is worth more than its number

See how your cash flow can be the starting point for using your wealth more effectively.

Center for Family Legacy Breaking the silence: An estate plan is just the beginning; talk about it

Successful wealth transfer is a process that grows through thoughtful communication among your family members about the estate planning intentions.

Center for family legacyThe 25 best practices of multi-generational families

The odds of sustaining wealth across generations are as low as 30% with research showing that non-financial circumstances have a far greater impact on the ultimate success of wealth transfer. 

Financial planning Episode 16: How to form good habits

Hear how habits are connected to goals and why changing your environment can change your behavior.

Financial planning Episode 16: How to form good habits

Hear how habits are connected to goals and why changing your environment can change your behavior.

Investing & retirement Going from anxious investor to a confident one

These tips can help you manage investing anxiety and invest with confidence.

Financial planning Episode 15: How purpose can drive your impact

Learn how people are expressing their purpose through sustainable investing and philanthropy.

Financial Planning The evolving world of sustainable investing

Looking to align your portfolio with your values? Here are some techniques for focusing your efforts.

Investing & Retirement Alternative investments mix talent and technique

Talented managers run alternative investment funds. Would you benefit from owning this type of fund

Business Transition Look beyond the transaction

Transition doesn’t end when the business is sold

Financial planning Episode 14: The role of investments in your financial plan

Learn how stocks, bonds, and other investments work to help you achieve your long-term financial goals.

Estate Planning 5 Lessons HNWIs Should Pass On To Their Heirs About Spending

Want to teach the next generation to be fiscally responsible and prepare them for the challenges of wealth?

Center for Family Legacy The intersections of emotions and money

Emotions can emerge when you inherit assets. Here’s how to handle them.

Financial planning I’ve Been Meaning To Do That: Best of 2023

Align your purpose with your financial plan and wealth objectives with these 2023 highlights.

Financial Planning Optimizing your wealth transfer strategy

How to plan now for minimizing taxes and creating a family communications plan.

Financial planning Episode 13: Budgets are for everyone

Develop budgets that reflect your values and help you meet financial goals.

Premier Banking Destination: A Rewarding Retirement

You’ve got the best of intentions. You know it’s important to get your financial house in order. But maybe you find financial topics a bit confusing or intimidating.

Premier Banking Learn the basics of annuities

You have a lot of living to do, so it’s important to get the most “life” out of your assets.

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

Medical profession How physicians can avoid a personal liquidity crisis

While investments such as real estate and hedge funds may offer the potential for enhanced returns, it’s vital to consider allocating part of your portfolio to more flexible assets.

Financial planning Episode 12: Setting goals—what are you still meaning to do?

Set effective goals related to your purpose and keep yourself motivated to achieve them.

Medical profession 5 common physician financial biases

And how they can impact your wealth

Foundations & Endowments Challenges Facing Private Foundation

A challenge facing private foundations and the next generation of philanthropy

Foundations & Endowments Improving investment outcomes

A guide for investment committees

Financial Planning How women differ from men in investing

Women are increasingly overseeing family finances. They tend to research more and are more disciplined.

Investing & Retirement Planning Consideration for LGBT Seniors

It’s estimated that by 2030 the population of LGBT+ Americans age 65 or older will exceed seven million.

Investing & Retirement Working Beyond Retirement Age: Benefits to Delaying Retirement

Benefits to delaying your retirement

Sports & Entertainment Professional Athletes - Maximizing Your Retirement Savings

In recent years, most professional leagues have taken major steps to adjust their retirement benefits to help minimize post-career financial challenges

Investing & RetirementWhat to know about rollovers

You can move your money tax-free between retirement accounts. Here’s how.

Leadership Linking education for businesses and families

A Truist partnership explores the connections between education for business leaders and families.

Financial PlanningHow the right question can help

We were curious about what our advisors wish clients would ask. Read their responses.

Business Transition Pivotal moments are for your family, too

Owners of a business being acquired should prepare their family for the changes.

Financial planningEpisode 11: Make sure you’re protected

Uncover and address the risks in your estate plan and other aspects of your financial plan.

Financial PlanningThe value of meaningful conversations

Learn why a strong financial plan needs data and discussion to establish what’s most important to you.

Risk ManagementPlanning for long-term-care costs

Read more about how this planning can help alleviate stress and give you future financial flexibility.

Investing and Retirement Planning How You (and Your Wealth) Can Make a Difference

Giving and volunteering can be an emotionally healthy and rewarding outlet; so how can you become more engaged? It's easy to get started.

Investing and Retirement Planning Nearing retirement: the big question to ask

For many Americans nearing retirement, the question of whether or not to continue working is a big one—possibly the biggest.

Investing and Retirement Planning Overcoming the hidden retirement risk

 According to the old adage, timing is everything. And that’s especially true when it comes to ensuring your retirement savings will last a lifetime. 

Investing and Retirement Planning Simple strategies for protecting what you’ve earned

You work hard for your money—income that needs to both support your current lifestyle and serve as the foundation for your future. 

Investing and Retirement Planning The Changing Role of Women in Managing Family Wealth

For decades, a steady shift in financial and economic power has been underway. Today, more than half ($14 trillion) of all personal wealth in the U.S. is controlled by women. 

Investing and Retirement Planning The Millennial Misperception

Our kids may be savvier than we think

Investing and Retirement Planning The Working Daughter’s Paradox

Nurturing family, career and aging parents

Investing & Retirement The growing risk of misdiagnosis and how to protect yourself

Each year 12 million adults in the U.S. who seek outpatient medical care experience a diagnostic error in the form of an incorrect, missed or late diagnosis.

Investing and Retirement Planning Do You Have a Plan or a Wish?

Successions are complex undertakings that require years of preparation to maximize the probability of success.

Investing and Retirement Planning Donor Advised Funds Family Giving Made Easy

Donor advised funds offer a simple, low-cost giving solution with a number of key advantages compared to just writing checks to your favorite charities.

Investing and Retirement Planning A Fresh Perspective on Retirement Income

With average life expectancy in the U.S. close to 80 years, retirement is far from a finish line. It’s just another new phase in life.

Foundations & Endowments Seeking Manager Diversity

Why nonprofits are reassessing their asset manager lineup

Foundations & Endowments The Long-Term Impact of Over Distribution on Private Foundations

Private foundation over-distributions

Foundations & Endowments 5 Governance Issues

What governance challenges does our nonprofit need to be thinking about in the current environment? 

Business Transition Private equity adds its spark to business transitions

Business transitions, like the sale of a company, an acquisition, a restructuring, or a CEO change, are common in the middle market with 77% of businesses having experienced a transition in the past five years or expecting one in the next five.1 Transitions often provide the spark for improvement and innovation that keep a middle-market business moving forward.

Business Transition Insurance smooths transition

Most business owners, investment bankers and deal brokers have one thing in common. They all tend to view an M&A transaction as the finish line—the consummation of the owner’s professional journey.

Business Transition8 factors that most impact your business’ net proceeds

Have you ever heard the phrase ‘maximizing enterprise value?’ For many business owners, it’s their primary focus as they contemplate a potential business sale

Center for Family LegacyHow to define your values

To understand your purpose, first explore the values most important to you.

Financial planningEpisode 10: Start your year-end planning

Get going on year-end financial planning decisions and develop habits for completing these tasks.

Financial planningEpisode 9: Navigate pivotal moments

Business transitions often affect you and your family. Here’s how to prepare.

Center for Family LegacyHow to write a family mission statement

A mission statement guides families trying to live their purpose. Everyone should pitch in to create it.

Investing & RetirementTo thrive in retirement, live with purpose

Living with meaning and intent in retirement can help you flourish during your next act.

Foundations & EndowmentsInvestment Management Models

Discretionary vs non-discretionary investment management? What’s right for your organization?

Foundations & EndowmentsInvestment Committee Toolkit

A Resource for Foundations & Endowments to Improve Investment Outcomes Overview

Foundations & Endowments A Conversation about UPMIFA - Part 2

UPMIFA was developed by the National Conference of Commissioners on Uniform State Laws, and adopted in some form by every state (except Pennsylvania).  

Foundations & Endowments A Conversation about UPMIFA 

Many individuals who serve in nonprofit leadership roles might not be fully aware of the various regulations governing their duties and responsibilities as fiduciary stewards.

Center for Family LegacyProviding financial education to your family

Preparing for wealth transfer requires financial literacy, career education and exploring shared values.

Financial planningEpisode 8: Plan for the unexpected

Stay on track with your financial plan—prepare for unexpected events. Part of the “Life Happens” series.

Financial PlanningAs we see it: The most underrated things your wealth advisors can do for you

The most underrated things your wealth advisors can do for you.

Financial planningEpisode 7: Prepare your teens with money lessons

Help your high schoolers make a college decision and develop spending and saving skills.

Center for Family LegacyBuild stronger bonds—share your family story

Teaching younger family members about their shared history helps the family’s values and purpose endure.

Investing and Retirement Planning How to care for your aging parents when you don’t live nearby

There are a number of steps you can take to ensure that their health and social support needs are being met.

Investing and Retirement Planning Equalizing Inheritances with a Family Business

Estate planning can be challenging when a great deal of a family’s wealth is tied up in illiquid assets like a family business. But there ARE solutions to these types of predicaments.

Investing and Retirement Planning

Impact Investing

If the idea of aligning your portfolio more closely with your social conscience sounds appealing, impact investment strategies may provide an ideal solution.

Investing and Retirement Planning Diversify Your Portfolio REITs

Are you ready to get real with diversification? Then let’s dive in and learn more about REITs.

Investing and Retirement Planning Handling market volatility

There's no foolproof way to handle the ups and downs of the stock market, but these 6 common sense tips can help.

Investing & Retirement A Table for Two

Both Spouses Need to be Involved in Wealth Planning

Legal professionAssessing the M&A landscape for law firms

During periods of growth, you tend to see more partners breaking away to form their own boutique practices.

Financial PlanningNew rules for your retirement savings

See four ways the SECURE 2.0 Act changes could impact you—now and in the future

Sports & EntertainmentHow performers get—and keep—the show on the road

Musicians often finance their own tours. So focusing on purpose to build good financial habits is key

Risk Management3 important specialty insurance considerations

Don’t overlook these points when it comes to protecting your collections and digital life.

LifestyleAll is well: 4 luxurious travel ideas

These wellness travel ideas can boost your body and mind.

InvestingHow to be a (good) hands-off investor

Taking an active role in managing your investments doesn’t guarantee better results. Find out why a hands-off approach might be the right choice for you.

InvestingDemystifying hedge funds

They can be a valuable addition to a portfolio, especially when an experienced advisor guides you.

Financial Planning Go from purpose to action on your financial plan

Ready to tackle your financial to-do list? Knowing your purpose and values can help you take action.

Financial planningEpisode 6: Create—and nurture—a financial plan

Develop a financial plan to help you accomplish your wealth objectives; then make a plan to revisit it.

Financial planningEpisode 5: Transition to a purposeful retirement

Learn how to prepare yourself for the mental and financial move to retirement.

Financial planningEpisode 4: How to outsmart hidden biases

To stay on track with your financial plan, recognize and overcome common behavioral stumbling blocks.

Financial planningEpisode 3: From objectives to priorities

Align your purpose to your financial plan. It starts with defining your objectives and prioritizing them.

Financial planning13 things to know about Oscarlyn Elder

Truist Wealth co-CIO Oscarlyn Elder talks about the new podcast “I’ve Been Meaning To Do That."

Financial planningEpisode 2: How to explore your purpose

Ways to start thinking about your purpose and suggestions for discussing it with others.

Investing & RetirementLooking beyond your 401(k) or IRA for retirement

Hitting your retirement goals may call for considering these other investing strategies.

Financial Planning Some of the best financial advice we’ve heard

We asked three advisors to share the best piece of financial advice they’ve ever received.

Estate Planning What to know about digital estate planning

An estate plan for your digital assets can help loved ones worry less during difficult times.

Estate Planning Making charitable trusts a part of your plan

Charitable trusts are one way to accomplish several goals in an estate plan. Here are key consideration.

Lifestyle Top-of-the-line car tech and amenities

The best car features depend on how you define luxury and innovation. Here’s what you might find today.

Financial planning Episode 1: What purpose can do for you

Why purpose is an important part of our lives today and how you can use purpose in financial planning.

Investing & Retirement

Advisors’ take: Should I invest in a bear market?

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

Investing & Retirement Planning for college expenses? You have options

Automated investing with support from advisors may allow parents to help with tuition. See how.

Investing & retirement What’s an ETF?

Buying exchange-traded funds, or ETFs, is a simple way to diversify your investments. See more about their benefits in this video.