New Capital is offering free and confidential financial counseling to those affected by Hurricane Harvey

The rise of e-commerce has been a disruptive force in the retail sector. In fact, 5,300 store closings were announced in the first half of 2017 — about three times as many as during the same period in 2016.

Equity markets finished the month of August in positive territory despite an upsurge of political risk. Markets were initially rattled by these events…

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data on roughly 55% of Americans age 18 and older.

The tropical storm that hit Houston the Texas and Louisiana Gulf Coasts last week was a devastating blow to this city and region. 

Overnight, Hurricane Harvey has devastated Houston, our city, with its unprecedented rainfall.  More is to come over the next few days, but we are hoping that the worst may soon be over.  

Our family returned a few days ago from a fantastic car trip.  We saw and learned many new things, and much of it, for me, resonated with current events.

The Trustees of the Social Security and Medicare Trust Funds have released reports to Congress on the current financial condition and projected financial outlook of these programs.

The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values.

New Capital has brought on Todd Centurino, CFA as Chief Investment Officer. He will assume primary responsibility for our investment research, portfolio management, designing and implementing model portfolios, trading, investment reporting, fund company relationships, and more.

After falling for two consecutive years, interest rates on federal student loans are now rising.

President Trump has announced the withdrawal of the United States from the Paris Climate Accords.

Implications of political foundering are that legislative initiatives in taxation; health care; trade; immigration; infrastructure; employment; and economy will likely be effectively sidelined as political matters accelerate and increasingly occupy the entire government

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years.

On May 4, 2017, the House of Representatives passed the American Health Care Act (AHCA).

The White House recently announced its tax reform plan — a broad outline of policies, with details expected to be worked out as discussions with Congress progress.

Watch a recording of the April 2017 Conference Call: Long-term Investing in a Risky Political Environment

The White House called for a vote on a revised repeal-and-replace health-care plan and announced the broad outline of a new tax reform plan.

The Employee Benefit Research Institute discovered that 60% of today's workers feel very or somewhat confident in having enough money to retire comfortably, down from 64% in 2016.

The federal government's statutory debt limit suspension deadline, March 15, 2017, came and went with little fanfare as Congress focused on other matters, but the debt ceiling cannot be ignored for long.