ERROR 404
The page you're looking for is not here
Please double check the address or click the back button.
Latest Posts
This report features world capital market performance and a timeline of events for the past quarter.
If an account is not in the name of the living trust or if the trust is not named as beneficiary on death, probate will be necessary for the beneficiaries to access the account.
What I love is witnessing an arena full of athletes trying their absolute hardest, working together to achieve a common goal.
All things considered; we stick to our base case for three rate reductions this year beginning in June.
New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.
For Europe and Japan, the return of inflation and positive interest rates is a game changer: earnings have improved as a result of higher end-consumer prices.
The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.
Estate planning strategies change along with shifting family dynamics.
Leonard reviews 2023 markets and performance, looks ahead to 2024 including current valuations, and discusses a variety of other items and issues including New Capital's available responses to election year 2024.
New Capital is pleased to announce that Jaycee Smalley and Fernando Morquecho were married on January 6, 2023.
With geopolitical tensions on the boil, major moves and milestones in markets and a slew of upbeat economic data, January has been a wild ride.
Here’s how to determine what you owe this tax season.
When it comes to parenting, charitable giving can act as a catalyst for instilling kindness, empathy, and the value of philanthropy in the next generation.
Maintaining a disciplined approach to investing is critical to achieving one’s long-term investment goals. We have compiled five key principles for investing in an election year.
I believe that the key to successful investing is to cultivate a long-term perspective, where you think in decades, not days.
A return to sound money. It’s a theme we at Vanguard have been communicating for more than a year, and in 2024 we believe that the greater investing world will come around to its implications.
Global diversification can increase the reliability of outperformance for strategies pursuing higher than market returns.
While some provisions were effective in 2023, many important changes did not take effect until 2024.
Federal tax credits may be available to help offset your cost to purchase certain clean vehicles.
For married couples, a Joint Revocable Trust might be able to offer a sense of confidence that begins the day you both sign.
Time is running out! There are several year-end financial planning opportunities with a December 31st deadline that we would like to remind you of.
We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken have a nice option to reduce their taxable income.
This is the very best discussion about the relative merits of owning or renting a home.
Performance in developed markets excluding the U.S. has been much less concentrated year-to-date: the top 10 companies in the index are up 13.7%, while the remaining stocks are up 6.7%.
Rather than seeking additional exposure to these mega-cap stocks, investors should ensure their portfolios are broadly diversified to capture the returns of whatever companies ascend to the top in the future
Thank you to all of you who were able to join us for this session of Money Mindfulness Meditation: Generosity.
It is my pleasure to announce that New Capital has appointed Jaycee Smalley as its Vice President.