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  • Economic and capital markets outlook for 2015
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    SunTrust Investment Advisory Group: 2015 Economic & Financial Outlook

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  • /Static/RC/Images/Featured/Year-End Charitable Giving Options_704x343.jpg
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    Infographic: Year-End Charitable Giving Options

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  • Turn Retirement Income
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    Podcast: Turn Retirement Income Into a Positive Outcome

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    Joe Sicchitano, Head of Financial Planning, SunTrust Bank

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    Early Start: Begin Planning for Retirement Now

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SummaryList
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Podcast: Leaving a Lasting Legacy

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Financial education for younger generations

SVP and Head of Financial Planning, Joe Sicchitano, explains the importance of financial education for children and grandchildren and shares tips for getting started. Watch Now

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Monthly Investment Insights

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In January's IAG Monthly Investment Insights podcast, Keith Lerner, Chief Market Strategist for SunTrust's Investment Advisory Group, analyzes economic and market trends in the U.S. and abroad. Watch Now

SunTrust Investment Advisory Group
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SunTrust Investment Advisory Group: 2015 Annual Investment Outlook

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The SunTrust Investment Advisory Group discusses the 2015 outlook for the global economy and investment strategies including fixed income, equities, and non-traditional strategies. Read More

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Principles of Financial Planning

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Does your financial plan address more than just retirement? Find out what types of planning make sense for you with this helpful article. Read More

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529 vs. Other College Savings Plans

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Section 529 plans can be a great way to save for college--in many cases, the best way--but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options. Read More

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Estate Planning for Same-Sex Couples: What You Need to Know

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Making sure your partner will be taken care of in case something happens to you is one of the most loving things you can do Read More

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Your E-Life After Death: How to Estate Plan Your Digital Assets

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In our increasingly digital world, it’s not only your physical property that holds value, it’s also the assets you’ve built up online. That includes money you hold in online-only accounts like PayPal, as well as files like your Kindle e-books and iTunes music. Important stuff—and yet, it’s often overlooked in estate plans. Read More

What to expect from your advisor
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Podcast: What to Expect from Your Advisor

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Lauren Marshall, Senior Vice President, Financial Planning SunTrust

Learn how to choose a financial advisor and what to expect from the advising process. Watch Now

Second Marriages
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Podcast: Financial Planning for a Second Marriage

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Dawn Humphrey, First Vice President, Regional Financial Planner, SunTrust

Dawn Humphrey, a Financial Planner with SunTrust Private Wealth Management and SunTrust Investment Services, discusses the steps you can take to financially prepare for a second marriage. Watch Now

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Obtaining a Personal Line of Credit

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Opening a personal line of credit is a great way to ensure you have extra money when you need it. Make sure you know how it works—and whether you’re already a good candidate. Read More

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Decoding Your Credit Report

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Your credit report tells the story of your lending history. Here’s how you can make it the story potential lenders want to hear. Read More

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SunTrust Investment Advisory Group: 2014 Economic & Financial Outlook

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SunTrust experts are optimistic about the 2014 economy Watch Now

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Ready to Retire? Refine Your Financial Goals

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Outline your financial goals in your 50s and 60s

Most people wonder if they’ll have enough to retire. Staying on top of your financial goals is important in the homestretch as you have less time to set aside savings. Read More

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Market Analysis: Get Ready for a Jumpier Market

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Don't let emotions drive your investment strategy.

The VIX is sometimes called the “Fear Index,” because it tends to jump when investors get emotional. See the market trends over the past decade using the VIX. Read More

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Portfolio-Building Basics for Mid-Career Investors

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Determine the asset allocation that works for you today

Now that you’re starting to get serious about saving for retirement, you can increase the odds of meeting your retirement goals with these strategies. Read More

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Nearing Retirement: Portfolio and Risk Management

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Determine the asset allocation that works for you today

Now that you’re nearing retirement, keep up your momentum and reduce your investment risk with these strategies. Read More

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Podcast: Dealing with a Spouse's Illness and the Impact on Your Financial Plan

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Ways to handle the financial challenges that accompany a spouse’s illness

Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, talks about regaining your financial footing when a serious illness strikes your spouse Watch Now

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Podcast: Establishing a Special Needs Trust: Tips to Get Started

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Helpful steps for implementing a Special Needs Trust

Bill Frazier, Senior Vice President with SunTrust Bank, discusses steps parents can take to implement a Special Needs Trust, helping them deal with an emotional life circumstance Watch Now

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Podcast: Death of a Spouse and the Impact on Your Financial Plan

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Strategies for managing the financial aspects of your spouse’s estate

Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, provides guidance on making financial decisions related to a spouse’s recent passing. Watch Now

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Podcast: Later-Life Divorce and the Impact on Your Financial Plan

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Prepare for the financial implications of this major life change

Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, discusses issues that commonly arise during a divorce—along with ways to regain your financial footing Watch Now

How to Choose a Financial Advisor
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How To Choose a Financial Advisor

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Key questions to ask when researching candidates

Looking for a financial advisor to help you with your financial planning? Here are four key questions to ask when researching candidates. Read More

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Three Mutual Fund Tax Essentials

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What you need to know to about tax-efficient investing

Thinking of investing in a mutual fund? They definitely have their benefits. Here’s what you need to know about the tax ramifications of investing in them. Read More

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Why Global Diversification Matters

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Protect your portfolio by taking your investments international

Take diversification a step further by investing in global markets. Find out if holding some foreign stocks in your investment portfolio could be a strategy for you. Read More

Charitable Giving and Taxes
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What You Need to Know About Charitable Gifts and Taxes

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Get the most from the tax breaks that accompany donations

Do the holidays have you in a giving mood? Find out how you can lower your taxes, and also make a difference when you give to charity. Read More

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Talking to Your Parents About Their Finances

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Are you concerned about your aging parents’ finances? Find out when and how to talk with them about money, and whether to consider long-term care insurance. Read More

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Get the latest market insights

Monthly Market Commentary
Listen to our monthly podcast featuring the SunTrust Investment Advisory Group.
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Follow Our Private Wealth Management LinkedIn Page

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TipList
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Tip

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The most important college savings rule: Start early. Start at birth. Sock a little money away at a time and reap big rewards.