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Key Takeaways from the 2023 Vanguard Economic and Market Outlook.

This report reflects welcome progress on both core goods and services ex-housing.

When do beneficiaries of a will get notified of their inclusion? Learn the details surrounding last will and testaments and beneficiary notification here.

While the 2023 outlook is still uncertain, “less bad” news helps to reduce uncertainty when a lot of negativity has already been priced into multiples and currencies.

Parents and grandparents use 529 education savings plans to help with the cost of college expenses. However, they are also a good tool for estate planning.

In any year, planning is necessary to get the most from individual and business income tax laws, and to adapt your financial planning to changes in tax, retirement, investment, education, estate and other thresholds, exemptions, and limitations.

The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program.

Every year—but even more so in tough times—our country’s nonprofit sector plays a crucial role in ameliorating economic hardship. Now more than ever, it is time for those of us who can to step up and support them.

My fear is that faster and easier ways of investing will allow people to lose more money faster and easier.

Every year there may be activity from within mutual funds that result in a distribution of capital gains to shareholders. Our Investment Partners have provided early estimates of these distributions.

Vanguard December Market perspectives offers global economic and security returns forecasts.

Liquidity has been evaporating from the Treasury market. Vanguard's active fixed income funds are managing for stability.

A minor IRA can be a valuable tool for teaching a variety of financial lessons, from deciding how much to save, to managing taxes and investing.

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

See how one family learned to be more open when talking about money with their children.

Politics will always be a source of uncertainty for markets, but it’s policy, not politics, that is more influential for the economy and markets in the long run.

New Capital assists our clients with rollovers on a regular basis. Let us know if we can help you.

U.S. stocks surged and Treasury yields fell sharply after the core October CPI rose a lower-than-expected 0.3%. We think this is finally an encouraging development on inflation but doesn’t yet change the overall picture.

Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports.