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Important updates to the tax code arrive in 2026. A new senior deduction, higher SALT limits, and increased retirement and HSA contribution caps are reshaping tax planning. Understanding these changes now can help taxpayers and investors find meaningful savings.

From AI and tariffs to gold and market volatility, 2025 brought big questions for investors. Dimensional cut through the noise with research-driven insights—highlighting the power of diversification, forward-looking markets, and disciplined investing amid uncertainty.

Crypto markets have pulled back sharply since October, with bitcoin down over 30% from its peak. Rather than one trigger, a mix of higher real rates, unwinding leverage, whale rebalancing, and fading optimism is driving volatility, while long-term fundamentals remain intact.

Beneficiary designations and Wills both direct how assets are passed on, but they aren’t the same. A Will covers your estate, while designations apply to specific accounts and often take precedence. Keeping them consistent is key to avoiding conflict.

Maximize your charitable impact before 2026’s tax changes. Accelerate gifts this year, donate appreciated stock, or use a donor-advised fund to lock in full deductions now while spreading grants over time, boosting both tax efficiency and your philanthropy’s reach.

The OBBBA significantly expands the flexibility of 529 and ABLE accounts, raising K–12 withdrawal limits, broadening qualified expenses, and adding coverage for credential programs. These updates give families and advisors more versatile tools for education and lifelong learning.

US small caps have actually performed near their long-term average, while the S&P 500’s decade of outsized gains—driven by mega-cap tech—looks far less typical. The contrast suggests investors may be questioning small caps when large caps are the real outlier in the market.

U.S. consumers lost over $12.5B to fraud in 2024, up 25% from 2023. Scammers often target those under stress, using secrecy and unusual financial requests. Watching for behavioral red flags in loved ones can help protect their assets and prevent losses.

While market swings and tariff headlines grab attention, sometimes the best response is to tune them out. Focusing on long-term trends rather than daily movements reveals a smoother, steadier climb, reminding investors that patience often outperforms reaction.

Stocks extended gains in Q3, with the S&P 500 and Nasdaq reaching record highs after the Fed’s first rate cut since 2024. Small caps outperformed, emerging markets led globally, and bonds advanced as yields eased, signaling broad momentum across markets.

NVIDIA’s earnings rose more than 60% over the past year, far outpacing the S&P 500, yet its shares slipped as high valuations left little room for upside. With nearly 8% of the index but about 4% of its earnings, the stock shows how markets price future expectations.

AI is reshaping business, and your portfolio can ride the wave. Major AI ETFs cover hundreds of companies, from tech leaders to unexpected names. Diversified exposure helps investors access AI opportunities without gambling on a single winner.

Stand-alone long-term care insurance is declining as hybrid policies gain popularity. These combination products provide a death benefit or lifetime income even if care isn’t needed, though complexity, lump-sum costs, and opportunity considerations remain key factors.

Estate planning meets flexibility with the 5 by 5 Power in Trust. Beneficiaries can access Trust assets annually, balancing immediate financial needs with asset protection and long-term tax efficiency.

Despite continued market volatility and rising political and economic risks, New Capital portfolios remain broadly diversified and resilient. Recent policy shifts, international developments, and AI-driven innovation are influencing portfolio strategy, with tactical adjustments reflecting both caution and opportunity.

Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable giving and the SALT deduction.