Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they’re both.

A Living Will and a Do Not Resuscitate Order, known as a DNR, are very different documents, however, many people confuse the two. They both address end of life issues but are used in different settings.

When it comes to investing, it’s crucial to remember the difference between news and opinion, and how they are sometimes used to forecast the future.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they share 3 Tips to Help You Cut Rx Costs.

The current situation is unusual, and there is little consensus among economists as to whether a recession has begun or may be coming soon.

Guardianship often is necessary when an elderly individual loses legal capacity due to dementia, Alzheimer’s or other conditions leading to cognitive decline. In that case a guardian would need to be appointed to manage their assets.

The second quarter was a rough ride.

A basic guide to the potential tax implications (and advantages) of donating to charity.

This article discusses the systematic and important ways in which Dimensional Fund Advisors manages cash flows in and out of mutual funds held by New Capital’s clients.

Recent extreme market volatility can afford you the chance to redeploy your capital in order to help achieve your long-term financial goals. Here are four reasons to embrace global investing.

The tragic war in Ukraine has led to an indiscriminate sell-off in European equities. While headlines weigh on sentiment, the 1Q earnings season was strong for Europe.

Explosive price hikes are altering this generation's plans.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the last half of 2022.

Quarterly Reports are now available on NCM360. Schedule your 15-minute access session to get instructions and a quick tutorial.

Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.

As a general rule, estate planning documents should be kept together in a fire and waterproof container in a location known to and accessible by fiduciaries, and copies of some documents should be given to the fiduciaries in advance.

How a temporary freeze by a lending platform called Celsius left bitcoin investors out in the cold.

The potentially smoother journey that diversification offers may be less entertaining on the way up, but it generally makes for a better experience than leaving investment goals to chance.

View the results from our 2022 Client Satisfaction Survey.