Estate planning addresses medical and financial decisions for an incapacitated person, not just where you leave property when you die. For singles, these may be more complex questions to answer.

Vanguard's model anticipates that the Fed won't be in a position to cut rates until the middle of 2024.

Global stocks and bonds are strongly positive YTD with oil falling substantially.

Generative AI could complement two-thirds of jobs by helping workers complete tasks in less time.

How can entrepreneurs avoid missing out on donating illiquid assets to charity?

Are aware of filial responsibility law? Learn more about filial responsibility and five ways it may affect you.

View the results from our 2022 Client Satisfaction Survey.

Despite all the promise of AI, I prefer to accept market prices rather than prices from algorithms.

Although rates have risen across the curve in recent weeks due to debt ceiling uncertainty, more hawkish Fed expectations, and resilient economic data, the overall macro landscape is one of slowing growth and receding inflation.

A Limited Liability Company (LLC) is a popular alternative investment option for self-directed IRA (SDIRA) owners - in part because of the range of asset options available.

A simple, flexible and tax-advantageous way to give to your favorite charities.

When creating an estate plan, there are details which seem minor but are actually very important.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they explain plan options.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they share a checklist as you approach Medicare enrollment eligibility.

For Americans planning for retirement, the obvious implication is to save and invest more. Beyond this, it has become increasingly necessary to have some assets outside of traditional 401(k)s and IRAs.

See options on how to handle this large and somewhat unpredictable expense in retirement.

Is there a better way to make healthcare affordable?

Nursing home costs are exorbitantly expensive. Learn how to protect assets from nursing home costs.

Congratulations to the high school and college Class of 2023! We highly recommend this article to all graduates and their families and hope that it will encourage you to continue your personal and financial growth.

Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.