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.

Inflation remains steady while growth shows signs of slowing, raising stagflation concerns. Unlike the 1970s, today’s economy faces different energy and labor dynamics, but investors may still manage risk with diversified portfolios and selective bonds.

Charitable giving rules shift under the One Big Beautiful Bill Act. From new deductions for non-itemizers to limits for high-income donors, 2025 changes make it essential to rethink timing, mix of gifts, and strategies to maximize impact and efficiency.

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.

NCM360 now offers enhanced security through Multi-Factor Authentication and smarter, personalized communication via SMS messaging.

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.

In June, the Fed maintained rates, prioritizing inflation control despite tariff-driven uncertainties. While two rate cuts are anticipated by year-end, policymakers await clear evidence of labor market softening. During bond market volatility, disciplined, goal-focused investing remains essential.

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.

Where you retire could shape your financial future more than you think. State tax policies on IRA withdrawals vary widely, and choosing the right state—especially if you're married—could mean saving thousands each year and stretching your nest egg further.

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.

Moody’s stripped the US of its last perfect credit rating as debt levels surge and fiscal gridlock persists. While short-term market volatility is possible, Treasury bonds remain strong and rising yields may create new opportunities for income-focused investors.

Estate plans can quickly become outdated as life events and tax laws change. Regular reviews help keep your wishes aligned, protect loved ones, and avoid costly mistakes. From updating fiduciaries to including charitable goals, staying current is key to lasting impact.

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.