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Latest Posts
For Europe and Japan, the return of inflation and positive interest rates is a game changer: earnings have improved as a result of higher end-consumer prices.
The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.
Estate planning strategies change along with shifting family dynamics.
Leonard reviews 2023 markets and performance, looks ahead to 2024 including current valuations, and discusses a variety of other items and issues including New Capital's available responses to election year 2024.
New Capital is pleased to announce that Jaycee Smalley and Fernando Morquecho were married on January 6, 2023.
With geopolitical tensions on the boil, major moves and milestones in markets and a slew of upbeat economic data, January has been a wild ride.
Here’s how to determine what you owe this tax season.
When it comes to parenting, charitable giving can act as a catalyst for instilling kindness, empathy, and the value of philanthropy in the next generation.
Maintaining a disciplined approach to investing is critical to achieving one’s long-term investment goals. We have compiled five key principles for investing in an election year.
I believe that the key to successful investing is to cultivate a long-term perspective, where you think in decades, not days.
A return to sound money. It’s a theme we at Vanguard have been communicating for more than a year, and in 2024 we believe that the greater investing world will come around to its implications.
Global diversification can increase the reliability of outperformance for strategies pursuing higher than market returns.
While some provisions were effective in 2023, many important changes did not take effect until 2024.
Federal tax credits may be available to help offset your cost to purchase certain clean vehicles.
For married couples, a Joint Revocable Trust might be able to offer a sense of confidence that begins the day you both sign.
Time is running out! There are several year-end financial planning opportunities with a December 31st deadline that we would like to remind you of.
We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken have a nice option to reduce their taxable income.
This is the very best discussion about the relative merits of owning or renting a home.
Performance in developed markets excluding the U.S. has been much less concentrated year-to-date: the top 10 companies in the index are up 13.7%, while the remaining stocks are up 6.7%.
Rather than seeking additional exposure to these mega-cap stocks, investors should ensure their portfolios are broadly diversified to capture the returns of whatever companies ascend to the top in the future
Thank you to all of you who were able to join us for this session of Money Mindfulness Meditation: Generosity.
Thank you to those who attended the 2023 New Capital Annual Conference. We are pleased to share recordings of the presentations and slides.
Historical evidence suggests that interest rates have not been meaningful predictors of stock returns.
While higher yields may make cash appealing, higher cash balances may actually reduce your ability to achieve your long-term investment goals.
While a reacceleration in growth and/or inflation could prompt another rate hike either in December or early next year, short-term bumps in a downward trending economy likely keep the Fed on hold well into 2024.
If you are covered by Medicare, it's time to compare your current coverage with other available options.
Losing a loved one is challenging for a number of reasons, but it can be made even more difficult if you are responsible for navigating the many legal processes associated with probate court.
New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.