Two recent new items caught my attention that illustrate environmental, social, and governance issues associated with business.

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.

In its 28th annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) discovered that 64% of today's workers feel very or somewhat confident in having enough money to retire comfortably, up from 60% in 2017.

Scholarship, Leadership, Service, Character, Citizenship - In this often dismal time in the world, it is important to remember these five foundations that have brought success to so many for so long

The muni market stabilized through April 2018, but uncertainty remains.

A summary presentation highlighting key aspects of Dimensional's approach to investing.

Provides a high-level snapshot of our product offerings for a broad audience.

Dimensional has updated its Mutual Fund Landscape report through 2017. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns after costs.

Leonard Golub, CFA & Todd Centurino, CFA of New Capital Management discuss the first quarter market results and their views on future projections.

Dimensional is a global investment firm that has been serving investors for more than 35 years. Dimensional offers investment solutions across asset classes, including global equities, fixed income, and REITs.

If you receive Medicare, you will be getting a new Medicare card in the mail. Your new card will have a new Medicare Number that's unique to you.

New Capital is a truly independent financial advisory, that not only talks about diversification, but practices it in all areas of our business.

On March 8, 2018, President Trump imposed a global tariff of 25% on steel imports and 10% on aluminum imports. 

These updated tools can help you check your 2018 tax withholding to determine if it's still appropriate following passage of the Tax Cuts and Jobs Act in December 2017.

The federal income tax filing deadline for most individuals is Tuesday, April 17, 2018.

There's still time to make a regular IRA contribution for 2017! For most taxpayers, the contribution deadline for 2017 is April 17, 2018.

“How much pain have cost us the evils which have never happened.”  In a time of greater market volatility, national political and geopolitical concerns, and technological change, it is natural to worry, and worry is often painful. 

After reaching all-time highs on January 26, 2018, the Dow Jones Industrial Average and the S&P 500 went into a two-week slide.

It cannot be emphasized enough: there is a world of difference between a broker and an advisor, even though much of the American investing public is aware of neither the distinction nor the difference.

Markets have hit a rough patch to start February after a very strong recent period of performance. We are very lucky to have a wonderful client base that has been through many market downturns.