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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.

Markets rise not because predictions are right, but because people innovate, adapt, and persevere. David Booth argues that investing is a long-term bet on human ingenuity—and history shows it's a powerful one.

Choosing the right home care means evaluating services, caregiver credentials, and flexibility to ensure a safe, supportive fit.

Markets were volatile in early 2025 amid tariff concerns and Fed uncertainty. Despite sharp swings, the S&P 500 rose slightly. Value outperformed growth, and global stocks led U.S. equities. Bonds gained modestly. Staying disciplined helped amid turbulence.

Long-term care can bring unexpected, significant costs for retirees, while many need some assistance, a smaller portion face extended care expenses. Thoughtful planning, including insurance, home equity, or Medicaid options, can help safeguard your financial security and dignity in later years.

Relocating to a new state requires reviewing and updating your estate plan to comply with state-specific laws. Variations in wills, trusts, executors, and powers of attorney can impact your legacy and your family’s experience. Ensure your documents reflect your new state’s requirements for peace of mind.

Market volatility is back, but history shows it's normal and often followed by strong rebounds. Staying invested is key—missing top days can halve returns. Diversification, risk-aware strategies, and long-term discipline can help investors navigate uncertain times.

Despite recession fears driven by political and economic uncertainty, history shows markets often rebound. In 11 of 12 past U.S. recessions, $1 invested at the start saw gains over three years, averaging 43.2%—similar to long-term market performance.

Trusts offer powerful advantages in estate planning, from avoiding probate and reducing taxes to protecting loved ones and managing complex assets. Whether you own property, have young children, or want more control over your legacy, a Trust can provide lasting peace of mind.

In a surprising 2025 market shift, international equities have outperformed U.S. stocks by 11%, while U.S. growth lags and value gains. Europe benefits from fiscal stimulus and stability, and U.S. value sectors like healthcare present strong opportunities.

Planning your children’s inheritance is a key part of estate planning. Whether you pass assets after death, through a trust, or while alive, thoughtful timing can ease transitions, reduce taxes, and align with your family’s values and future needs.

Leonard Golub, CFA, President of New Capital Management, shares a Q1 2025 market outlook focused on inflation, tariffs, and shifting policies. He highlights key risks and opportunities and offers practical guidance for navigating today’s uncertain environment.

US stocks ended the first quarter lower after reaching record highs, weighed down by concerns over AI competition, economic uncertainty, and the impact of new tariffs, while international markets outperformed and bonds showed modest gains.

With major tax changes ahead, now is the time to act on estate planning. Strategies like Roth conversions, lifetime gifting, and charitable donations can help protect wealth and minimize taxes. This article outlines key steps to take before laws change in 2026.

Transferring your home to a trust can impact your insurance coverage. This article explains why it’s essential to update your homeowners policy after the transfer to ensure proper protection and avoid potential claim issues.

A Spousal Lifetime Access Trust (SLAT) lets one spouse transfer assets out of their estate for tax benefits and asset protection, while allowing the other spouse access to the funds. This guide explains how SLATs work, their benefits, risks, and what to consider in your estate plan.

Rolling over funds from employer plans to IRAs requires careful planning. This guide highlights four key steps: confirm eligibility, take RMDs first, check penalty exceptions for those under 59½, and opt for a direct rollover to avoid tax withholding.

Bitcoin’s growing role in the financial landscape is driven by its potential as a store of value, portfolio diversifier, and hedge against inflation. BlackRock explores why institutional investors are increasingly considering Bitcoin as part of their asset allocation strategies.

Giving appreciated assets as lifetime gifts can offer tax advantages and maximize wealth transfer. Morningstar explores the benefits, potential pitfalls, and key considerations for making the most of this estate planning strategy.