Featured
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BlackRock
43
- Jun 1, 2025 Navigating Volatility: Learning From History Jun 1, 2025
- May 4, 2025 2025: Are International Equities and U.S. Value Stocks Back? May 4, 2025
- Mar 5, 2025 Why Bitcoin? A Perspective From Model Portfolio builders Mar 5, 2025
- Sep 1, 2024 Can AI and Technology Stocks Keep On Keeping On? Sep 1, 2024
- Jul 26, 2024 The Rebirth of American Manufacturing: Growth and Innovation Jul 26, 2024
- Feb 27, 2024 529s – An Option for Education AND Retirement Feb 27, 2024
- Nov 1, 2023 Rethinking the Dash to Cash Nov 1, 2023
- Aug 3, 2023 Spotlight On U.S. Fiscal Challenges Aug 3, 2023
- Jun 8, 2023 Chart of the Week: Assets Performance (YTD) Jun 8, 2023
- May 18, 2023 International Style May 18, 2023
- Mar 9, 2023 Navigating the Current Debt Limit Episode Mar 9, 2023
- Feb 14, 2023 Yields Are Back, but Could Rise Further Feb 14, 2023
- Jan 26, 2023 Ring In The New Yield Jan 26, 2023
- Nov 18, 2022 Weekly Market Commentary Nov 18, 2022
- Oct 21, 2022 Policy Reality Check: Tighter for Longer Oct 21, 2022
- Sep 14, 2022 Could Fall Weakness In Growth Stocks Bring Opportunity? Sep 14, 2022
- Aug 22, 2022 Gen Z and the Future of Retirement Aug 22, 2022
- Jul 1, 2022 Weekly Market Commentary Jul 1, 2022
- Apr 28, 2022 The Resilience of Markets Through Dark Times Apr 28, 2022
- Feb 15, 2022 Warning: Inflation May Cause Investors To Freeze Feb 15, 2022
- Dec 14, 2021 “Build Back Better” Tax Changes Look To Be Muted Dec 14, 2021
- Dec 10, 2021 Bigger Gifts to Charities, Bigger Tax Deductions in 2021 Dec 10, 2021
- Nov 12, 2021 Tax-Savvy Choices for Equity Investors Nov 12, 2021
- Oct 1, 2021 Why We Stay Pro-risk Oct 1, 2021
- Jul 30, 2021 Student of the Market - July 2021 Jul 30, 2021
- Jun 25, 2021 How To (NOT) Leave Behind A Smaller Legacy and Pay More Taxes Jun 25, 2021
- May 28, 2021 Why Bother With International Investing Now? May 28, 2021
- Apr 16, 2021 Why Bother With International Investing? Apr 16, 2021
- Jan 29, 2021 Sustainability - Net Zero: A Fiduciary Approach Jan 29, 2021
- Dec 16, 2020 Student of the Market - December 2020 Dec 16, 2020
- Oct 22, 2020 Social Security Retirement Benefits: Frequently Asked Questions Oct 22, 2020
- Aug 21, 2020 Sustainable Investing Resources Aug 21, 2020
- Jul 17, 2020 2020 Midyear Outlook Jul 17, 2020
- Jun 4, 2020 Diversification Can Feel Disappointing Jun 4, 2020
- Jan 16, 2020 Sustainability as BlackRock’s New Standard for Investing Jan 16, 2020
- May 7, 2019 What Are Some Good Investment Ideas May 7, 2019
- May 6, 2019 Investment Ideas: Go Global, Go Growth May 6, 2019
- Apr 12, 2019 How To Invest Apr 12, 2019
- Apr 10, 2019 What Are Mutual Funds Apr 10, 2019
- Mar 12, 2019 How to Plan for Retirement Mar 12, 2019
- Feb 1, 2019 Education Center with Blackrock Feb 1, 2019
- Jan 7, 2019 CHAIRMAN'S LETTER: To our shareholders Jan 7, 2019
- Jan 1, 2017 Investment expertise simply delivered: BlackRock Model Portfolios Jan 1, 2017
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Casey
Moss
4
- Feb 28, 2024 Virtru Email Encryption Feb 28, 2024
- Jul 20, 2023 Fidelity Increases Mobile Deposit Limit Jul 20, 2023
- Dec 16, 2022 NCM360 Data Loading Dec 16, 2022
- Jul 21, 2022 Fidelity Trusted Contact Persons Jul 21, 2022
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Catherine Bahr
17
- Jul 31, 2025 NCM360 Enhancements: Stronger Security and Smarter Communications Jul 31, 2025
- May 4, 2024 2024 Client Satisfaction Survey Results May 4, 2024
- Oct 6, 2023 The New Capital Journal Transitions from Weekly to Monthly Publication Oct 6, 2023
- Jun 2, 2023 2023 Client Satisfaction Survey Results Jun 2, 2023
- Jul 8, 2022 2022 Client Satisfaction Survey Results Jul 8, 2022
- Apr 9, 2021 2020 Client Satisfaction Survey Results Apr 9, 2021
- Nov 1, 2019 The 2019 Annual Conference Nov 1, 2019
- May 1, 2019 VIDEO: The Future of Work May 1, 2019
- May 1, 2019 VIDEO: The Box Story May 1, 2019
- Apr 26, 2019 Webinar Presentation Materials Apr 26, 2019
- Apr 11, 2019 2018 Client Satisfaction Survey Results Apr 11, 2019
- Apr 4, 2019 New Capital Webinar: New "Passive Pure" Model Portfolios - Thursday, April 25th Apr 4, 2019
- Jan 21, 2019 2019 Key Numbers Jan 21, 2019
- Jan 18, 2019 Webinar Presentation Materials Jan 18, 2019
- Jan 16, 2019 Webinar: Bear Market Survival Guide - Thursday, January 17th Jan 16, 2019
- May 2, 2018 Conference Call - Second Quarter Market Update May 2, 2018
- Sep 22, 2017 Post Harvey - Free Financial Counseling Sep 22, 2017
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David
Miller
4
- May 12, 2021 What is an Advance Directive and Why Do I Need One? May 12, 2021
- Apr 7, 2021 Will the Senate Estate Tax Bill Impact My Estate Plan? Apr 7, 2021
- Mar 2, 2021 Leaving Stock Through a Texas Estate Plan Mar 2, 2021
- Jan 28, 2021 Why Texans Need an Advanced Health Care Directive Jan 28, 2021
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Dimensional
112
- Nov 8, 2025 Sometimes It Helps to Pay Less Attention Nov 8, 2025
- Oct 3, 2025 Quarterly Review: Stocks Hit Fresh Highs, and the Fed Makes a Cut Oct 3, 2025
- Oct 1, 2025 Are NVIDIA’s Earnings Big Enough for You? Oct 1, 2025
- Sep 7, 2025 AI Is Everywhere, Including Your Portfolio Sep 7, 2025
- Jul 29, 2025 The Power of Human Ingenuity Jul 29, 2025
- Jul 4, 2025 Midyear Review: Stocks’ Climb Is Challenged During Volatile First Half Jul 4, 2025
- May 31, 2025 Recession and Markets May 31, 2025
- Apr 3, 2025 Quarterly Review: After a Promising Start to the Year, Market Gains Fade Apr 3, 2025
- Feb 1, 2025 Can You Predict Post-election Winners? Feb 1, 2025
- Nov 1, 2024 Vote with Your Ballot, Not Your Life Savings Nov 1, 2024
- Oct 30, 2024 Remembering John “Mac” McQuown, Whose Curiosity Drove a Life of Innovation Oct 30, 2024
- Oct 4, 2024 Q3 2024 Review Oct 4, 2024
- Jul 5, 2024 Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point Jul 5, 2024
- Jun 30, 2024 Dimensional 2024 Matrix Book Jun 30, 2024
- May 30, 2024 Navigating Uncertainty: A Post-College Road Map May 30, 2024
- Apr 11, 2024 Q1 Quarterly Market Review Apr 11, 2024
- Apr 3, 2024 What I See When I Watch Basketball Apr 3, 2024
- Jan 5, 2024 Many Happy Returns Jan 5, 2024
- Jan 3, 2024 Going Global for Value Jan 3, 2024
- Dec 5, 2023 Chart of the Week: Magnificent 7 Outperformance May Not Continue Dec 5, 2023
- Nov 2, 2023 High Rates Don’t Put the Brakes on Stocks Nov 2, 2023
- Oct 5, 2023 Q3 Quarterly Market Review Oct 5, 2023
- Sep 7, 2023 Chart of the Week: Beware of Sample Periods Sep 7, 2023
- Aug 24, 2023 Practicing Healthy Habits, Pursuing Wealthy Outcomes Aug 24, 2023
- Aug 22, 2023 Chart of the Week: Bulls, Bears, and Long-Term Benefits of Stock Investing Aug 22, 2023
- Aug 18, 2023 Think Twice about Chasing the Biggest Stocks Aug 18, 2023
- Aug 11, 2023 Real-Time Ratings Are More Dynamic than Fitch’s Aug 11, 2023
- Aug 3, 2023 Why A Stock Peak Isn’t A Cliff Aug 3, 2023
- Jul 19, 2023 The Evolution of Small Cap Investing: Four Decades of Innovation at Dimensional Jul 19, 2023
- Jul 7, 2023 Midyear Review: Staying Focused as Markets Shift Jul 7, 2023
- Jul 6, 2023 Q2 Quarterly Market Review Jul 6, 2023
- Jun 15, 2023 Chart of the Week: Stocks vs. Inflation Jun 15, 2023
- Jun 1, 2023 Why the Wisdom of the Market Crowd Beats AI Jun 1, 2023
- May 19, 2023 Let the Compounding Commence! May 19, 2023
- May 11, 2023 The Stock Market vs. Stocks in the Market May 11, 2023
- May 9, 2023 Dimensional 2023 Matrix Book May 9, 2023
- Apr 7, 2023 Quarterly Market Review Apr 7, 2023
- Mar 2, 2023 What’s Your True Net Worth? Mar 2, 2023
- Feb 8, 2023 Two Steps Forward, One Step Back for Investors Feb 8, 2023
- Jan 24, 2023 Which Country Will Outperform? Here’s Why It Shouldn’t Matter. Jan 24, 2023
- Jan 20, 2023 People Have Memories. Markets Don’t. Jan 20, 2023
- Jan 13, 2023 2022 Annual & Q4 Market Review Jan 13, 2023
- Dec 23, 2022 This Has Been a Test: Developing a Financial Plan You Can Stick With Dec 23, 2022
- Dec 2, 2022 Time the Market at Your Peril Dec 2, 2022
- Nov 18, 2022 Markets Don’t Wait for Official Announcements Nov 18, 2022
- Nov 3, 2022 Trust the Financial Advisor Who Trusts the Market Nov 3, 2022
- Oct 7, 2022 Quarterly Market Review - Q3 2022 Oct 7, 2022
- Sep 28, 2022 How to Invest Better—and Live Better Sep 28, 2022
- Sep 22, 2022 Wes Crill on Global Diversification, Market Declines, and Value Sep 22, 2022
- Sep 7, 2022 FAANGs Gone Value Sep 7, 2022
- Aug 17, 2022 Ingenuity and the Investor Aug 17, 2022
- Aug 12, 2022 The Difference Between a Forecast, a Wish, and a Worry Aug 12, 2022
- Aug 2, 2022 Making Cash Flows Count Aug 2, 2022
- Jul 26, 2022 Quarterly Market Review Jul 26, 2022
- Jul 19, 2022 Chasing High-Flying Stocks Risks Meme Reversion Jul 19, 2022
- Jun 24, 2022 Are We Headed for a Recession? Jun 24, 2022
- Jun 16, 2022 Light at the End of the Inflation Tunnel? Jun 16, 2022
- Jun 8, 2022 History Shows That Stock Gains Can Add Up after Big Declines Jun 8, 2022
- May 30, 2022 Worried About Stocks? Why Long-Term Investing Is Crucial May 30, 2022
- May 18, 2022 Singled Out: Historical Performance of Individual Stocks May 18, 2022
- May 16, 2022 Dimensional 2022 Matrix Book May 16, 2022
- May 6, 2022 Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate May 6, 2022
- Apr 14, 2022 Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes? Apr 14, 2022
- Mar 25, 2022 Five Things I Know about Investing Mar 25, 2022
- Mar 18, 2022 All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium Mar 18, 2022
- Feb 10, 2022 You Want the Size, Value, and Profitability Premiums … But How? Feb 10, 2022
- Jan 20, 2022 Market Review 2021: A Recovery Amid Challenges Jan 20, 2022
- Jan 7, 2022 Dimensional’s Takes on the Biggest Topics of 2021 Jan 7, 2022
- Dec 3, 2021 Missing the Market’s Best Days Dec 3, 2021
- Oct 21, 2021 All-Time-High Anxiety Oct 21, 2021
- Sep 23, 2021 Key Questions for Long-Term Investors Sep 23, 2021
- Aug 13, 2021 'Everything Screams Inflation.’ How to Interpret the Headlines Aug 13, 2021
- Jul 16, 2021 Are Concerns About Inflation Inflated? Jul 16, 2021
- Jun 10, 2021 Inflation: An Exchange Between Eugene Fama and David Booth Jun 10, 2021
- May 7, 2021 Why Investors Might Think Twice About Chasing the Biggest Stocks May 7, 2021
- Apr 9, 2021 The Next Normal Apr 9, 2021
- Mar 26, 2021 Dimensional Receives Climate Neutral Operations Certification Mar 26, 2021
- Mar 5, 2021 What Is the Social Cost of Carbon? Mar 5, 2021
- Feb 19, 2021 Think Investing Is a Game? Stop. Feb 19, 2021
- Jan 8, 2021 Market Review 2020: Looking Back on an Unprecedented Year Jan 8, 2021
- Nov 20, 2020 The Right Thing, Not the Easy Thing Nov 20, 2020
- Oct 9, 2020 An Exceptional Value Premium Oct 9, 2020
- Sep 18, 2020 Is the Stock Market Divorced From Reality? Sep 18, 2020
- Aug 11, 2020 David Booth on Value and Values Aug 11, 2020
- Jun 26, 2020 Large and In Charge? Giant Firms atop Market Is Nothing New. Jun 26, 2020
- Jun 10, 2020 Dimensional 2020 Matrix Book Jun 10, 2020
- May 29, 2020 David Booth on Righting the Ship May 29, 2020
- May 21, 2020 Spread the Word: What’s New with Valuation Ratios May 21, 2020
- May 13, 2020 The Bumpy Road to the Market’s Long-Term Average May 13, 2020
- Apr 23, 2020 Long-Term Investors, Don’t Let a Recession Faze You Apr 23, 2020
- Feb 19, 2020 Bond Study Confirms Investment Approach and Offers New Insight Feb 19, 2020
- Feb 6, 2020 Yields of Dreams: A Closer Look at Dividends Feb 6, 2020
- Jan 24, 2020 The 2010s: A Decade in Review Jan 24, 2020
- Jan 6, 2020 Dimensional Reduces US Mutual Fund Management Fees Jan 6, 2020
- Jan 1, 2020 Hindsight Is 20/20. Foresight Isn’t. Jan 1, 2020
- Dec 6, 2019 What Does High Asset Growth Say About a Company's Expected Return? Dec 6, 2019
- Aug 12, 2019 IPOs: Profiles Are High. What About Returns? Aug 12, 2019
- Jun 11, 2019 The Randomness of Global Equity Returns Jun 11, 2019
- May 9, 2019 The Uncommon Average May 9, 2019
- Mar 7, 2019 Getting to the Point of a Point Mar 7, 2019
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DPL
1
- Jun 27, 2019 New Capital Adds Insurance Advisory Services Jun 27, 2019
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Fidelity
58
- Nov 6, 2025 6 Ways to Give Your Kids a Financial Head Start Nov 6, 2025
- Oct 4, 2025 Government Shutdowns and Investors Oct 4, 2025
- Oct 2, 2025 Rate Cuts Are Here Oct 2, 2025
- Sep 6, 2025 Stagflation: Not the 1970s Sep 6, 2025
- Jul 3, 2025 Where Are Interest Rates Going Next? Jul 3, 2025
- Jun 30, 2025 The Best States to Retire for Taxes Jun 30, 2025
- May 30, 2025 Does the US Debt Downgrade Matter for Investors? May 30, 2025
- May 29, 2025 10 Estate Plan Pitfalls To Avoid May 29, 2025
- Mar 7, 2025 6 Tips to Navigate Volatile Markets Mar 7, 2025
- Dec 31, 2024 5 Potential Surprises for 2025 Dec 31, 2024
- Aug 29, 2024 Are Solar Panels Worth It? Aug 29, 2024
- Jul 31, 2024 Investing During An Uncertain Election Year Jul 31, 2024
- Jul 2, 2024 Tax Hikes May Be Coming Jul 2, 2024
- Apr 2, 2024 10 Tax Moves for 2024 Apr 2, 2024
- Oct 2, 2023 3 Ways to Deal With High Mortgage Rates Oct 2, 2023
- Aug 23, 2023 Are Medicare Advantage Plans Really An Advantage? Aug 23, 2023
- Jul 13, 2023 Don't Get Hooked by these Financial Scams Jul 13, 2023
- Jun 27, 2023 Estate Planning For Families With LGBTQ+ Loved Ones Jun 27, 2023
- Jun 22, 2023 Is Recession Down the Road? Jun 22, 2023
- May 24, 2023 How To Plan for Rising Health Care Costs May 24, 2023
- May 16, 2023 Social Security Do-Over: Claim, Suspend, and Restart May 16, 2023
- Apr 27, 2023 Winter is over. Bonds are back. Apr 27, 2023
- Apr 17, 2023 Should Commodities Have A Role In Your Portfolio? Apr 17, 2023
- Apr 6, 2023 Could the Stock Market Spring Forward? Apr 6, 2023
- Mar 16, 2023 What the SVB Closure May Mean for Markets Mar 16, 2023
- Mar 14, 2023 Ways to Help Keep Your Cash Safe Mar 14, 2023
- Mar 10, 2023 US May Be Nearing Recession Mar 10, 2023
- Mar 1, 2023 Why Ukraine Matters To You Mar 1, 2023
- Feb 16, 2023 International Stocks Due for a Comeback? Feb 16, 2023
- Jan 31, 2023 Backdoor Roth IRA: Is it right for you? Jan 31, 2023
- Jan 12, 2023 Outlook 2023: Bonds Are Back Jan 12, 2023
- Dec 28, 2022 Expecting More Market Chop in 2023 Dec 28, 2022
- Nov 24, 2022 Time to Have a Family Money Meeting? Nov 24, 2022
- Nov 9, 2022 The Red Flags of Elder Financial Abuse Nov 9, 2022
- Oct 14, 2022 Could You Be A Target for Cybercrime? Oct 14, 2022
- Oct 5, 2022 Timmer: The Fed isn't the Market's Only Problem Oct 5, 2022
- Sep 1, 2022 Inflation, Slowing Growth Dogs US Economy Sep 1, 2022
- Aug 4, 2022 Market Outlook: Are Recession Risks Rising? Aug 4, 2022
- Jul 27, 2022 How Inflation is Affecting Millennials Jul 27, 2022
- Jun 28, 2022 How to Set Your Estate Plan Up for Success Jun 28, 2022
- May 17, 2022 The Market Just Turned An important Corner May 17, 2022
- Apr 19, 2022 Don't Get Hooked By These Financial Scams Apr 19, 2022
- Apr 1, 2022 Cybersecurity: A Growing Risk Apr 1, 2022
- Feb 25, 2022 What Does the Ukraine Crisis Mean for Markets? Feb 25, 2022
- Feb 3, 2022 Are We Out of the Woods Yet? Feb 3, 2022
- Jan 18, 2022 Markets Hit the Rate Reset Button Jan 18, 2022
- Jan 15, 2022 Will 2022 Be the Year of Tax Change? Jan 15, 2022
- Nov 17, 2021 Back to basics: Understanding ETFs Nov 17, 2021
- Oct 14, 2021 Could You Be A Target For Cybercrime? Oct 14, 2021
- Sep 10, 2021 The Rise of Fintech: 2 Trends Shaping the World Sep 10, 2021
- Sep 3, 2021 The Rise of Green Muni Bonds Sep 3, 2021
- Aug 12, 2021 Why We Fight About Money Aug 12, 2021
- Jul 20, 2021 What's Boosting Value Stocks? Jul 20, 2021
- Nov 6, 2019 Introducing Zero Commissions for Trades—Delivering Even More Value from Fidelity Nov 6, 2019
- Jan 31, 2019 VIDEO: Getting started with Fidelity BillPay Jan 31, 2019
- Jan 3, 2017 Fidelity Account Statements: Frequently Asked Questions Jan 3, 2017
- Jan 2, 2017 VIDEO: Mobile Check Deposit Training Jan 2, 2017
- Dec 31, 2016 How 2-Factor Authentication Works Dec 31, 2016
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Fidelity Charitable
38
- Nov 7, 2025 5 Tips for Giving Smarter at Year-End Nov 7, 2025
- Sep 5, 2025 One Big Beautiful Bill (OBBB): Impact On charitable Giving Sep 5, 2025
- May 2, 2025 Beyond the First Grant May 2, 2025
- Oct 3, 2024 How to help: Hurricane Helene Oct 3, 2024
- Jul 27, 2024 5 steps to help instill positive values in your kids through service Jul 27, 2024
- May 28, 2024 Fidelity Charitable 2024 Giving Report May 28, 2024
- Jan 29, 2024 Parenting and Philanthropy - Growing the Next Generation of Givers Jan 29, 2024
- Jun 6, 2023 How To Donate Illiquid Assets: 3 Tax-Savvy Giving Tips For Entrepreneurs Jun 6, 2023
- May 30, 2023 What Is A Donor-Advised Fund (DAF)? May 30, 2023
- Feb 24, 2023 Fidelity Charitable 2023 Giving Report Feb 24, 2023
- Feb 1, 2023 Now is the time to support young people’s mental health Feb 1, 2023
- Dec 6, 2022 Feeling Grateful? Give Generously! Dec 6, 2022
- Sep 7, 2022 Don’t Stop Giving To Charity During Rocky Markets—Just Give Smarter Sep 7, 2022
- Aug 3, 2022 7 Charitable Tax Deduction Questions Answered Aug 3, 2022
- Jun 30, 2022 Charitable Giving In A Volatile Market Jun 30, 2022
- May 10, 2022 3 Trends Shaping Philanthropy in 2022 May 10, 2022
- Mar 31, 2022 How to Give to Charity with your Equity Awards in a tax-smart way Mar 31, 2022
- Feb 17, 2022 Fidelity Charitable 2022 Giving Report Feb 17, 2022
- Nov 23, 2021 5 Tips to Maximize Your Impact for GivingTuesday Nov 23, 2021
- Nov 9, 2021 Cryptocurrency and Philanthropy Nov 9, 2021
- Sep 29, 2021 Webinar: Opportunities to Transform Education in a Post-COVID World Sep 29, 2021
- Aug 19, 2021 How to Help: 2021 Haiti Earthquake Aug 19, 2021
- Aug 5, 2021 How Potential Tax Reform in 2021 Could Affect Your Charitable Giving Aug 5, 2021
- Jun 23, 2021 Charitable Remainder Trusts: Charitable Giving While Generating Income Jun 23, 2021
- May 27, 2021 Donors Bet On Multifaceted Solutions to the World’s Great Challenges May 27, 2021
- Apr 29, 2021 What the CARES Act means for your charitable giving in 2021 Apr 29, 2021
- Feb 26, 2021 Fidelity Charitable 2021 Giving Report Feb 26, 2021
- Jan 13, 2021 Change Your Giving - Boost Your Joy Jan 13, 2021
- Nov 24, 2020 The role of volunteering in philanthropy Nov 24, 2020
- Nov 5, 2020 How Charitable Donors Can Support the Arts Nov 5, 2020
- Oct 6, 2020 Policy Changes for the Giving Account Oct 6, 2020
- Sep 22, 2020 The Current Food Crisis in America: Helping for Short and Long-Term Needs Sep 22, 2020
- Aug 13, 2020 Supporting Racial Equity Aug 13, 2020
- Nov 19, 2019 Fidelity Charitable 2019 Giving Report Nov 19, 2019
- Aug 22, 2019 The charitable opportunity with highly appreciated stock Aug 22, 2019
- Aug 19, 2019 What is a donor-advised fund? Aug 19, 2019
- Aug 10, 2019 QUIZ: Is a donor-advised fund right for you? Aug 10, 2019
- Aug 1, 2019 The Future of Philanthropy Aug 1, 2019
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Greater Houston Community Foundation
2
- Oct 5, 2022 Hurricane Ian Relief & Recovery Efforts Oct 5, 2022
- Aug 24, 2022 Celebrating Black Philanthropy Aug 24, 2022
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Guaranteed Rate
9
- Jan 6, 2022 How Climate Change is Changing Homeownership Jan 6, 2022
- Nov 9, 2021 Revenge of the Suburbs or Return to the City? Nov 9, 2021
- Oct 13, 2021 How Second Home Mortgages Work Oct 13, 2021
- Sep 7, 2021 How Capital Gains Tax on Real Estate Works Sep 7, 2021
- Aug 31, 2021 Do You Qualify for a Mortgage Interest Deduction Aug 31, 2021
- Jul 15, 2021 Types of Home Improvement Loans Jul 15, 2021
- Jun 7, 2021 Should I Refinance Now? Jun 7, 2021
- May 19, 2021 Getting Hot in Here: 2021 Summer Market Preview May 19, 2021
- Apr 28, 2021 Green Mortgages For A Green Home Apr 28, 2021
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Guideline 401k
12
- Sep 13, 2022 Evolution of the 401(k) Sep 13, 2022
- Jun 23, 2022 What you need to know about a 401(k) Jun 23, 2022
- Apr 8, 2022 Are You Satisfied With Your 401(k) Plan? Apr 8, 2022
- Oct 1, 2019 Guildeline: Key Benefits Oct 1, 2019
- Oct 1, 2019 How Much Can you Save with a Guideline 401(k)? Oct 1, 2019
- Oct 1, 2019 Guideline: The Easy, Affordable 401(k) Employees Deserve Oct 1, 2019
- May 14, 2019 How to Help Your Clients Choose the Right 401(k) Plan May 14, 2019
- May 7, 2019 How to Use Employee Benefits to Retain a Winning Team and Workplace Culture May 7, 2019
- Apr 15, 2019 Introducing Guideline's Integration With QuickBooks Payroll Apr 15, 2019
- Apr 12, 2019 The 401(k) Provider Checklist: How to Choose a Great Plan Apr 12, 2019
- Apr 9, 2019 The Small Business Guide to Offering a 401(k) Plan Apr 9, 2019
- Feb 1, 2019 Slaying 401(k) Fees at Scale Feb 1, 2019
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Jaycee Smalley
30
- Nov 30, 2024 2024 Year End Planning Nov 30, 2024
- Jul 3, 2024 Introducing Deysi Davila Jul 3, 2024
- Dec 9, 2023 2023 Year End Planning Dec 9, 2023
- Dec 23, 2022 2022 Year End Planning Dec 23, 2022
- Dec 2, 2022 2022 Mutual Fund Estimated Distributions Dec 2, 2022
- Dec 23, 2021 Year End Planning Dec 23, 2021
- Nov 23, 2021 Mutual Fund Distribution Calculations Nov 23, 2021
- Apr 1, 2021 2020 Tax Reporting of Suspended & Rollback RMDs Apr 1, 2021
- Mar 18, 2021 IRS Provides Tax Relief to Texas Residents Mar 18, 2021
- Feb 10, 2021 2020 Charitable Giving Tax Forms Feb 10, 2021
- Feb 5, 2021 2020 Tax Reporting of Suspended & Rollback RMDs Feb 5, 2021
- Jan 26, 2021 Fidelity HSA Management Jan 26, 2021
- Aug 11, 2020 Fidelity Debit Card Text Alerts Aug 11, 2020
- Jun 26, 2020 Additional Guidelines for Unwanted RMD's under the CARES Act Jun 26, 2020
- Apr 21, 2020 Giving Guidance for Coronavirus Apr 21, 2020
- Apr 17, 2020 Scammers on the Rise Apr 17, 2020
- Mar 31, 2020 IRS has extended 2019 IRA and HSA Contributions Mar 31, 2020
- Mar 24, 2020 Fidelity Mobile Deposit Limits Increased Mar 24, 2020
- Mar 18, 2020 Money Markets and the Low Rate Environment Mar 18, 2020
- Nov 22, 2019 Fidelity to begin offering Health Savings Accounts (HSA) Nov 22, 2019
- Jun 20, 2019 New eSignature Service for Fidelity Money Transfers Jun 20, 2019
- Apr 26, 2019 Web Browser Update Apr 26, 2019
- Mar 14, 2019 Charitable Giving Tax Forms Mar 14, 2019
- Mar 8, 2019 2018 IRA Contribution Deadline Mar 8, 2019
- Feb 20, 2019 Box Secure Document Vault Feb 20, 2019
- Feb 15, 2019 Fidelity Trusted Contact Persons Feb 15, 2019
- Jan 29, 2019 Notary Services Now Available Jan 29, 2019
- Jan 17, 2019 Transaction Fees for DFA Funds Reduced at Fidelity Jan 17, 2019
- Jan 15, 2019 2018 Tax Reports Jan 15, 2019
- Jan 10, 2019 Fidelity 2-Step Authentication with VIP Access Jan 10, 2019
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JP Morgan Chase
77
- Nov 5, 2025 Know the Rules: How to Avoid Medicare Pitfalls Nov 5, 2025
- May 3, 2025 What Happened During the Past U.S. Tariff Experiments? May 3, 2025
- Apr 2, 2025 Is the Federal Reserve (Fed) concerned about policy uncertainty in Washington? Apr 2, 2025
- Mar 6, 2025 What are the Investment Implications of Higher Tariffs? Mar 6, 2025
- Feb 1, 2025 How Would Tariffs Impact Mexico and Canada? Feb 1, 2025
- Jan 30, 2025 DeepSeek or Swim: Has the AI Thesis Fundamentally Changed? Jan 30, 2025
- Nov 26, 2024 Could Higher Tariffs Reverse the Fed's Easing Course? Nov 26, 2024
- Oct 31, 2024 With the economy so strong, why don’t Americans feel better? Oct 31, 2024
- Sep 29, 2024 Is the strong-dollar era over? Sep 29, 2024
- May 29, 2024 Is U.S. Concentration In Global Equity Indices Too Extreme? May 29, 2024
- May 2, 2024 Is Inflation Reaccelerating? May 2, 2024
- Apr 1, 2024 When Will The Federal Reserve Start Cutting Interest Rates? Apr 1, 2024
- Feb 29, 2024 Are There Opportunities Outside the “Magnificent 7” and Outside the U.S.? Feb 29, 2024
- Jan 31, 2024 What’s Happened So Far In 2024? Jan 31, 2024
- Jan 28, 2024 Investing In An Election Year Jan 28, 2024
- Dec 6, 2023 Have Other Equity Market Returns Been As Concentrated As Those In The U.S.? Dec 6, 2023
- Oct 31, 2023 After Two Consecutive Pauses, What Is Next for the Federal Reserve? Oct 31, 2023
- Sep 5, 2023 What Is Really Going On With Real Assets? Sep 5, 2023
- Aug 4, 2023 2Q23 Earnings: Resilient Aug 4, 2023
- Jul 21, 2023 What Is the Outlook for Oil Prices? Jul 21, 2023
- Jul 5, 2023 Have U.S. Equities Rallied Too Much? Jul 5, 2023
- Jun 23, 2023 Was The June FOMC Meeting A Fed Pause Or Hawkish Skip? Jun 23, 2023
- Jun 16, 2023 Is The Fed Getting Inflation Wrong? Jun 16, 2023
- May 31, 2023 Will the Debt Ceiling Aftermath Push Up Interest Rates? May 31, 2023
- May 25, 2023 Beware Medicare: Why Is Medicare Funding A Big Problem? May 25, 2023
- May 12, 2023 What Happens If the U.S. Breaches the Debt Ceiling? May 12, 2023
- Apr 26, 2023 Will the U.S. Dollar Go “Digital”? Apr 26, 2023
- Apr 19, 2023 Will the March CPI print force the Fed to hike in May? Apr 19, 2023
- Mar 31, 2023 The March FOMC Decision: Is the Fed Done Tightening? Mar 31, 2023
- Mar 24, 2023 How Do Investors Make Sense of Economic Data, Bank Failures and Central Bank Actions? Mar 24, 2023
- Feb 22, 2023 Is China Unavoidable In 2023? Feb 22, 2023
- Feb 15, 2023 Will Disinflation Be Transitory? Feb 15, 2023
- Feb 3, 2023 How Soon Could the Federal Reserve Finish Hiking? Feb 3, 2023
- Feb 1, 2023 What Does the Rental Market Mean for Inflation This Year? Feb 1, 2023
- Jan 27, 2023 Will the U.S. Run Out of Funding After Reaching the Debt Ceiling? Jan 27, 2023
- Jan 10, 2023 What Are The Investment Implications of China’s Reopening? Jan 10, 2023
- Dec 21, 2022 PODCAST: Will 2023 Be A Year of Slow Growth, But Better Markets? Dec 21, 2022
- Dec 14, 2022 Is Inflation Finally Slowing? Dec 14, 2022
- Dec 9, 2022 Have International Equity Markets Already Priced in the Worst? Dec 9, 2022
- Nov 23, 2022 How Do the Midterm Elections Impact the Outlook for Markets and the Economy? Nov 23, 2022
- Nov 17, 2022 What Is the Outlook for Long-Term Returns? Nov 17, 2022
- Nov 11, 2022 Is a Slower Rate Hike Path on the Horizon? Nov 11, 2022
- Oct 19, 2022 What Should Investors Expect for 3Q22 Earnings? Oct 19, 2022
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Other
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RingCentral
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Riskalyze
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Rowling & Associates
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The Galligan Law Firm
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Todd Centurino
11
- Jun 14, 2019 Portfolio & Market Review: May 2019 Jun 14, 2019
- May 20, 2019 Portfolio & Market Review: April 2019 May 20, 2019
- Apr 15, 2019 Portfolio & Market Review: Q1 2019 Apr 15, 2019
- Mar 15, 2019 Portfolio & Market Review: February 2019 Mar 15, 2019
- Feb 8, 2019 Portfolio & Market Review: January 2019 Feb 8, 2019
- Jan 9, 2019 Portfolio & Market Review: Q4 2018 Jan 9, 2019
- Dec 12, 2018 Portfolio & Market Review: November 2018 Dec 12, 2018
- Nov 5, 2018 Portfolio & Market Review: October 2018 Nov 5, 2018
- Oct 9, 2018 Portfolio & Market Review: Q3 2018 Oct 9, 2018
- Sep 19, 2017 NCM Market Review: August 2017 Sep 19, 2017
- Jul 13, 2017 Quarterly Market Review: April - June 2017 Jul 13, 2017
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Trust & Will
42
- Sep 3, 2025 5 by 5 Power in Trust - What You Need to Know Sep 3, 2025
- Jul 28, 2025 10 Things to Look for Before Choosing the Best Home Care Assistance Jul 28, 2025
- Jul 1, 2025 Moving Out of State? Time to Review Your Estate Plan Jul 1, 2025
- May 28, 2025 Top 8 Reasons To Have A Trust May 28, 2025
- May 1, 2025 When Should Children Receive Their Inheritance May 1, 2025
- Mar 31, 2025 Did You Transfer Your Home to a Trust? Here’s Why You Should Update Your Home Insurance Policy ASAP Mar 31, 2025
- Mar 30, 2025 What is a SLAT: Spousal Lifetime Access Trust Strategy for Couples Mar 30, 2025
- Mar 1, 2025 Top 10 Reasons To Have A Will Mar 1, 2025
- Jan 27, 2025 Advance Healthcare Directive vs Living Will: What’s the Difference? Jan 27, 2025
- Dec 27, 2024 What is a Charitable Bequest & Why Should You Care? Dec 27, 2024
- Nov 27, 2024 Inheritance Desires: What Do Americans Really Want? Nov 27, 2024
- Oct 2, 2024 How to Fund a Trust: A Step-by-Step Guide Oct 2, 2024
- Aug 31, 2024 Navigating the IRS Rule on Irrevocable Trusts Aug 31, 2024
- Apr 29, 2024 How Much Does A Funeral Really Cost? Apr 29, 2024
- Feb 26, 2024 Blended Family Estate Planning: Challenges, Tips, and Mistakes To Avoid Feb 26, 2024
- Dec 30, 2023 Complete Guide to Joint Trusts Dec 30, 2023
- Oct 29, 2023 Probate Court 101: What to Expect During Probate Oct 29, 2023
- Oct 3, 2023 Minors Inheriting Assets: Limitations and Considerations Oct 3, 2023
- Aug 7, 2023 Are probate records public? Aug 7, 2023
- Aug 1, 2023 EWill Legislation: Where We Stand and What Lies Ahead Aug 1, 2023
- Jul 25, 2023 A Guide to See-Through Trusts Jul 25, 2023
- Jul 11, 2023 Can We Talk About Your Will? Jul 11, 2023
- Jul 10, 2023 Living Will: Planning Your Legacy Jul 10, 2023
- Jun 28, 2023 Who Should Be My Beneficiary? Jun 28, 2023
- Jun 20, 2023 Guide to Setting Up a Family Trust Jun 20, 2023
- Jun 13, 2023 Survivor’s Trusts: What You Need to Know Jun 13, 2023
- Jun 5, 2023 How Filial Responsibility Laws Can Affect You Jun 5, 2023
- May 22, 2023 5 Ways To Protect Assets From Nursing Home Costs May 22, 2023
- May 15, 2023 Is Contesting A Will Possible? May 15, 2023
- May 1, 2023 Testamentary Trust vs Living Trust: What's the Difference? May 1, 2023
- Apr 18, 2023 See-Through Trust: Secure the Longest Possible RMD Through Your Estate Plan Apr 18, 2023
- Apr 11, 2023 A Guide to Pot Trusts Apr 11, 2023
- Apr 4, 2023 What is the Difference Between a Trust Account and an Estate Account? Apr 4, 2023
- Mar 29, 2023 Types of Taxes that Can Affect Your Inheritance Mar 29, 2023
- Mar 21, 2023 LGBTQIA+ Estate Planning: Understanding Issues that Impact Mar 21, 2023
- Mar 8, 2023 Important Life Lessons for Everyone to Know Mar 8, 2023
- Feb 28, 2023 Term Life Insurance vs Whole Life Insurance: What You Need to Know Feb 28, 2023
- Feb 15, 2023 Guardianship: A Complete Guide to Legal Guardians Feb 15, 2023
- Jan 30, 2023 A Guide to Insurance Trusts Jan 30, 2023
- Jan 25, 2023 Reasons to Write an Ethical Will Jan 25, 2023
- Dec 27, 2022 Tenancy in Common vs Joint Tenancy - What You Need to Know Dec 27, 2022
- Dec 13, 2022 When Do Beneficiaries of a Will Get Notified: A Guide Dec 13, 2022
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Vanguard
50
- Apr 1, 2025 Maximize estate planning strategies amid new tax legislation Apr 1, 2025
- Dec 30, 2024 2025 Economic and Market Outlook Dec 30, 2024
- Jan 4, 2024 Vanguard’s Economic and Market Outlook For 2024 Jan 4, 2024
- Jul 5, 2023 Midyear Economic Outlook: Sticky Inflation Most Everywhere Jul 5, 2023
- Jun 29, 2023 Market Perspectives Jun 29, 2023
- Jun 9, 2023 Why The Fed Will Not Cut Interest Rates This Year Jun 9, 2023
- May 4, 2023 True Diversification Calls for A Global Outlook May 4, 2023
- Apr 28, 2023 Market Perspectives Apr 28, 2023
- Mar 30, 2023 Vanguard’s Head of Bonds Shares Perspective on Recent Bank Closures Mar 30, 2023
- Jan 18, 2023 Municipal Bond Downgrades Coming, But Defaults Unlikely Jan 18, 2023
- Dec 15, 2022 2023 Economy and Markets: 4 Things to Know Dec 15, 2022
- Dec 1, 2022 Market Perspectives: December 2022 Dec 1, 2022
- Dec 1, 2022 Managing Liquidity Risk in the World’s Deepest Bond Market Dec 1, 2022
- Nov 2, 2022 Market Perspectives: November 2022 Nov 2, 2022
- Sep 29, 2022 Can Bond Portfolios Benefit from Inflation and Rising Interest Rates? Sep 29, 2022
- Sep 15, 2022 High inflation Today, A "Job-Full Recession" Tomorrow Sep 15, 2022
- Sep 2, 2022 Market Perspectives: September 2022 Sep 2, 2022
- Jul 29, 2022 4 Reasons to Embrace Global Investing Jul 29, 2022
- Jun 1, 2022 Rising Interest Rates and What You Can Do Jun 1, 2022
- May 26, 2022 The Fed's Plan To Shrink Its Balance Sheet, Quickly May 26, 2022
- May 2, 2022 Central Banks Have A Short Runway For A Soft Landing May 2, 2022
- Apr 7, 2022 A Welcome End to a Low-Rate Era Apr 7, 2022
- Mar 4, 2022 Ukraine and the Changing Market Environment Mar 4, 2022
- Jan 27, 2022 Volatile Markets Underscore Importance of Discipline Jan 27, 2022
- Dec 7, 2021 Market Perspectives: December 2021 Dec 7, 2021
- Nov 4, 2021 Market Perspectives October 2021 Nov 4, 2021
- Nov 3, 2021 Inflation Beyond the Current Spike Nov 3, 2021
- Oct 7, 2021 Why Market Forecasts Matter To Long-Term Investors Oct 7, 2021
- Aug 20, 2021 Market Perspectives August 2021 Aug 20, 2021
- Jul 22, 2021 A Midyear Update on our Economic and Market Outlook Jul 22, 2021
- Jun 17, 2021 As Policy Tightens, Expect Only Modest Yield Rises Jun 17, 2021
- May 21, 2021 The Coming Drivers of Inflation May 21, 2021
- May 10, 2021 Market Perspectives: May 2021 May 10, 2021
- Mar 31, 2021 Why We Don't Expect Fed Rate Hikes Anytime Soon Mar 31, 2021
- Mar 12, 2021 The Unwinding of Pandemic Debt Mar 12, 2021
- Jan 22, 2021 Are International Equities Poised to Take Center Stage? Jan 22, 2021
- Dec 10, 2020 Drafting your Family Mission Statement Dec 10, 2020
- Oct 13, 2020 Embracing a Global Stock Market Oct 13, 2020
- Sep 10, 2020 Envisioning a Post-Pandemic Future Sep 10, 2020
- Jul 31, 2020 Dynamic spending: A better way to budget in retirement Jul 31, 2020
- Jun 17, 2020 Home Bias: Overcoming Biases Against Global Stock Investing Jun 17, 2020
- Nov 12, 2019 Preliminary capital gains estimates Nov 12, 2019
- Jan 30, 2019 Risk-taking across generations Jan 30, 2019
- Oct 15, 2018 Podcast: A Better Approach to Roth conversions Oct 15, 2018
- Oct 1, 2018 Roths beyond retirement: Maximizing wealth transfers Oct 1, 2018
- Oct 1, 2018 Tackling the tuition bill: Managing higher education expenses Oct 1, 2018
- Sep 2, 2018 Long-term care … what you see ISN’T all there is Sep 2, 2018
- Aug 15, 2018 ESG, SRI, and impact investing: A Primer for decision-making Aug 15, 2018
- Aug 6, 2018 Podcast: How To Think About Health Care Costs in Retirement Aug 6, 2018
- Jun 15, 2018 Planning for health care costs in retirement Jun 15, 2018
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Warren
Buffett
1
- Nov 28, 2024 Warren Buffett's Estate Planning Advice Nov 28, 2024
At New Capital Management, we are actively monitoring economic and political shifts to make informed, strategic portfolio adjustments. Our goal is to protect your investments while ensuring adaptability in an evolving landscape.