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June 2025
captrust.com • (703) 535-5300 • 330 John Carlyle St., Suite 400, Alexandria, VA 22314
Just like May is for Mother’s Day, June is for Father’s Day. This month, we honor our fathers. Dads play such an important role in everyone’s life — whether they’re breadwinners, Little League coaches, father-daughter dance participants, firefighters, police officers, or military men. Whatever role they play, it’s important. Dads have so much impact on our lives, and they’re an integral part of the American family — of every family, for that matter. Even though my dad passed away when I was in high school, he taught me all kinds of things. Through him, I learned how to change the oil in my car, replace spark plugs, change a tire, put an addition on a house, and do roofing. I know how to do plumbing June Is for Fathers Honoring the Men Who Shape Our Lives We’ve received many requests recently to speak with some of our clients’ friends who are feeling frustrated in this volatile market. Many of them either don’t have an advisor, or their current advisor isn’t doing a great job communicating or guiding them through these uncertain times. So, if there’s someone important to you who you think could benefit from meeting with us, let us know — we’d be happy to talk with them. If they’re important to you, they’re important to us. Just have them give us a call at 571.800.6387 . They can ask for Bethany at our office, and she’ll collect the information we need to connect with your friend.
and electrical work, all because my dad taught me. He gave me the confidence to know I could fix almost anything. I’ve always said that’s usually a blessing, but sometimes it’s a curse. I often try to fix something myself before calling the service guy. Sometimes, that just prolongs the solution, to my wife’s chagrin. I know I truly wouldn’t be who I am today without all the lessons from my dad. Now, my middle son, Carter, is a father, too, and he’s such a great dad. His love and compassion for our grandson, Levi, are incredible. As a dad at such a young age, Carter has to reach deep and figure things out alongside his fiancée, Molly, but he’s doing a great job. I know I’ve mentioned this before, but the true measure of parenting isn’t just how your kids turn out; it’s how your kids’ kids, your grandkids, turn out. And based on Levi, I think I did a pretty good job. So, this month, as we enjoy our summer, let’s truly remember our dads: how important they are and the impact they’ve had on us, our families, and our friends.
Cheers to dads!
Kelly Campbell
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Retirement Isn’t Just a Break It’s a Whole New Life
Watching your children grow into independent adults is one of life’s greatest joys — but just because your kids are grown doesn’t mean they won’t test your limits now and then. As they build their own lives, the relationship between parent and child shifts, and deciding where to draw the line can be challenging. If you’re an empty nester, it’s time to redefine and set healthy boundaries that protect your time, energy, and well-being. Whether it’s financial independence, personal space, or learning to say “no” without guilt, establishing clear expectations can strengthen your relationship with your grown kids while allowing you to enjoy this exciting new chapter. Embrace Their Independence Though they will always be your baby, the first step in setting new boundaries is acknowledging their independence and adulthood. Your children need to make their own decisions and mistakes and find their own belief system, no matter how much it may differ from yours. Set flexible boundaries that give them the space to problem-solve without DRAWING THE LINE WITH LOVE Help Your Kids Fly, While You Set the Boundaries
Retirement is often painted as a dream: no more alarm clocks, meetings, or traffic jams. And while that freedom is real and worth celebrating, the emotional side of retirement doesn’t always get the attention it deserves. After decades of routine, responsibility, and purpose tied to work, stepping into a new life rhythm can feel strange. The first few weeks might feel like an extended vacation. You sleep in, have leisurely breakfasts, and maybe even knock out a few things from the long-standing to-do list. But once that initial excitement fades, a lot of retirees are surprised to find themselves feeling a bit lost and even anxious. That’s totally normal. The key to managing this transition is recognizing that retirement isn’t just a schedule change — it’s a major life shift. For many, work isn’t just a job; it’s a part of their identity. So, when that’s suddenly gone, it’s natural to ask, “Who am I now?” One helpful step is to build a new routine intentionally. This doesn’t have to be rigid, but having a basic structure to your day, such as morning walks, volunteering on certain days, or lunch with friends, can create a sense of purpose and consistency. It’s also a great time to revisit passions that may have been put on hold. Whether it’s painting, gardening, learning to play an instrument, or diving into travel, retirement opens the door to exploring things that bring true joy. Staying socially connected is huge, too. Isolation can creep in if you’re not careful, especially if most of your social circle was tied to your job. Make an effort to reconnect with old friends, join local clubs, or consider part-time work or mentoring, not because you have to, but because you want to. And most importantly, give yourself grace. It’s okay to feel a mix of emotions. You’re not alone in this. Many people who retire go through a period of adjustment, and with a little time and intentionality, that transition can lead to one of the most fulfilling chapters of your life. Remember, retirement isn’t an ending — it’s a new chapter full of possibilities, purpose, and peace.
your interference. Though it may be your first instinct to provide them with advice or guidance, they may want space.
Remember, you are forging a new relationship with them, becoming more of a mentor than a director. Resist the urge to immediately run to their aid because the more lessons they learn for themselves, the more self- confidence they will build.
Recognize Your Limits Your life, needs, and routine also undergo significant changes as your child enters adulthood and leaves home. It’s time to identify your own desires, plans, and limits. Communicate clearly with your children about what you’re doing with your time, and learn to say “no” if their behavior or expectations overstep your boundaries. It could be as simple as saying you can’t cover their bills for them, but you’ll help them look for a new job or set up a savings account. Remain open to discussion and change, but stay consistent. Having more time for yourself is an emotional transition, too, so practice self-care. Taking care of yourself will model healthy behaviors for your children in their adult lives — and enable you to live the life you choose.
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LOYALTY RUNS DEEP Gita’s Heroic Dash to Save Her Owner
The bonds we develop with our pets are unlike any other we experience. They depend on us for their every want and need, and we often give them whatever they ask for! We know they would do the same for us if the roles were reversed. As the years pass, that bond deepens, making us inseparable from our furry friends. Many of us have felt despair when we imagine life without our trusty dog, cat, or other pet. It turns out that some animals feel the same and will do everything in their power to protect their owner if tragedy occurs. An 84-year-old man in Washington state woke up one morning to the sound of his glucose machine telling him his blood sugar was too low. As he headed toward
the fridge, he noticed his 13-year-old dog, Gita, wanted to go outside. Shortly after being let out, Gita took off toward the woods, and her owner followed in pursuit. After traveling 20–30 feet, the man turned around to head back home when dizziness overcame him. He fell to the ground, broke his hip, and immediately started shouting for help. Gita remained by her owner’s side for some time before realizing nobody would hear him in the secluded woods. She jumped into action, heading toward a well-traveled street, where she encountered a sheriff’s deputy. The deputy tried to get the dog in his vehicle to no avail, so he surveyed the surrounding area to find Gita’s owner.
The deputy could not locate the owner but still felt something was wrong, so he turned his attention back to Gita. The two locked eyes before Gita stood up and ran toward an unmarked side street. Gita led the deputy directly to her owner before any more harm could come to him. After the event, the Stevens County Sheriff’s Office posted “Hero Dog Saves Owner” and their account of the story on Facebook. Gita certainly proved her loyalty and bravery that day!
Sip, Sip, Hooray! YOUR PERFECT SUMMER SOIREE FORMULA
Ready to shake or stir things up this summer? Grab your martini glasses because there’s nothing like a summertime soiree. Whether mixing it up with a tropical tiki night, pouring classy spritzers in the garden, or sipping something cool at a poolside
give them ample notice. Ideally, you want to keep the guest list to about 15 people, mixing in long-time friends and new acquaintances to keep the conversations lively and the party manageable. Mix, Mingle, Move Around Set up an inviting scene with cute cocktail glasses, festive decorations, and different seating options that encourage guests to mingle and have fun. Clear space for a makeshift dance floor, and provide snacks at every little grouping of comfy chairs to entice guests to nosh while they chat. Having an attractive and central bar area can set the party’s mood. You can go all out and hire someone to handle a full bar, create a drink station in the kitchen, or set up a DIY bar cart with recipes and all the ingredients for your friends to be their own bartenders. Shake Up Conversations No celebration is complete without engaging conversation and entertainment. Help your guests get to know each other by putting out fun icebreaker questions on the tables or serving each drink with one. This will get people to open up, laugh, and make new friends (the ultimate party favor). You could also come up with some fun games that encourage a little goofiness, like charades, a board game, or your very own talent show.
bash, hosting a summer cocktail party is the perfect way to serve up flavor and fun. Get ready to be the host or hostess with the mostest with these delicious tips (and sips) to throw the ultimate party this summer!
Perfect Party Formula Do you want to keep things casual with familiar beers and classic finger foods, or do you want to see your friends in their best “Great Gatsby” attire sipping on a sidecar for a roaring ’20s-themed party? Plan your theme and the perfect menu of drinks, appetizers, and entrees to match. Next, pick out your summer guest squad and invite them at least a month in advance to
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captrust.com | (703) 535-5300 330 John Carlyle St., Suite 400 Alexandria, Virginia 22314
INSIDE
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What My Dad Taught Me (and What I See in My Son Today)
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Know When to Say ‘No’
Embracing the Transition Into Retirement
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Hero Hound Saves Owner
Pop the Bubbly, It’s Party Time!
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Mãori Culture and More: Discover the Magic of New Zealand
Investment advisory services offered by CapFinancial Partners, LLC (“CAPTRUST” or “CAPTRUST Financial Advisors”), an investment advisor registered with the SEC under The Investment Advisers Act of 1940. @2025 - CAPTRUST | All Rights Reserved.
Winter Down Under SAVORING THE OFF-SEASON JOYS OF NEW ZEALAND
Few cultural celebrations capture a crowd’s attention faster than an explosive rendition of a Mãori war dance by a New Zealand sports team. The world’s growing fascination with Mãori culture is one reason travel to New Zealand is soaring, boosting annual tourism spending by nearly 15% last year. While it’s winter there now, the island nation still offers many off-season attractions for the savvy traveler — including the June 19–22 celebration of Matariki, the Mãori New Year. Here are a few others. Skiing and Snowboarding June through October is peak season on New Zealand’s world-class skiing and snowboarding hills. Book accommodations in popular winter sports areas on the South Island, such as Queenstown and Wanaka.
Warm up après-ski with a pint of one of New Zealand’s famous craft beers. Hundreds of the nation’s diverse brews will be displayed at Beervana, a popular two- day festival on Aug. 22–23 in Wellington. Exploring Coastal Trails Hiking through New Zealand’s stunning coastline and ancient forests — or tramping, as the locals call it — is a major attraction. Many of New Zealand’s Great Walks are on alpine or subalpine tracks and are impassable in winter. But the country’s most popular Great Walk, the Abel Tasman Coast Track, extends 37 miles one way across warmer terrain, past golden beaches and lush native vegetation. This trek offers ample opportunity to enjoy some of the many exotic birds of New Zealand, home to more avian species than any other country in the world.
Nature Shows Nearly half of the world’s whale species are in New Zealand’s vast marine territory. Giant sperm whales can be seen year- round, and humpback and southern right whales are visible from shore from May through September. If you’re a fan of nighttime lights, stargazing at such celebrated dark-sky sites as Great Barrier Island and Mackenzie Region on South Island will amaze you. And for a different kind of evening light, try touring New Zealand’s caves or grottos for a glimpse of exotic glow worms, a native insect that glows blue-green in the dark!
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