Q2 2026 Market Review: A Hot Quarter, Mega IPOs, and a Fiduciary Promise.

Financial planning doesn't stop once a plan is in place. NCM360 delivers personalized reminders that help you stay ahead of important deadlines, life events, and financial milestones, making it easier to stay organized and take action when it matters most.

The right Social Security claiming strategy for married couples can add hundreds of thousands of dollars to your lifetime income. Learn how spousal benefits, survivor benefits, and coordinated claiming work together to maximize what you receive. 

Financial information is often scattered across accounts, documents, apps, and emails. Learn how NCM360 brings everything together in one secure platform designed to create greater organization, clarity, and confidence.

Client task management inside NCM360 brings structure to every moving piece — with a clear owner, defined steps, and a running record of progress. Nothing lives in an inbox or gets lost between meetings.

Meeting Reports capture the context behind your financial decisions. NCM360 organizes key discussions in one place, connecting topics across planning areas and helping ensure that important details are carried forward over time.

Financial confidence generally grows over time. For many women, it develops through experience, important life transitions, thoughtful conversations, and a clearer understanding of how financial decisions connect to the life they want to build.

How global conflict, oil markets, and key portfolio moves shaped Q1 2026 — and what it means for your wealth.

For many households, tax planning happens only during filing season. But thoughtful tax strategy is most effective when it is integrated with investment decisions, retirement timing, and charitable giving throughout the year. Discover how year-round tax planning can help align financial decisions with long-term goals.

Cash flows provide a real-time view of how money is earned and spent. NCM360 organizes income and expenses in one place, and combines financial planning with AI-assisted analysis to help identify inefficiencies and opportunities to improve long-term alignment.

Tax returns contain some of the most detailed information about your financial life. NCM360 allows clients to securely store tax documents while using AI-assisted analysis to help identify potential planning opportunities.

For many households, tax planning happens only during filing season. But thoughtful tax strategy is most effective when it is integrated with investment decisions, retirement timing, and charitable giving throughout the year. Discover how year-round tax planning can help align financial decisions with long-term goals.

Most couples expect financial planning to begin with numbers—but the most meaningful work starts with alignment. Before strategies, projections, or portfolios, couples need shared understanding around values, priorities, and expectations. This article explores why financial planning begins with coupledom and how alignment creates clarity, stability, and stronger decision-making.

Join Leonard Golub, Chief Investment Officer at New Capital, for an in-depth analysis of the transformative forces shaping markets and portfolios as we enter 2026. This timely webinar examines the seismic policy shifts, rapid AI advancement, and economic trends that are redefining the investment landscape.

Financial planning for 2026 begins with intention—clarifying values and purpose first turns goals into meaningful action.

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.

A major change to student loan repayment is coming. Starting July 1, 2026, the new Repayment Assistance Plan (RAP) ties payments to your income, waives unpaid interest, and guarantees progress on your balance—reshaping how federal student loans are repaid.

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.