One-third of New Capital clients have Fidelity Charitable Donor Advised Funds, representing over $1.4 million dollars. In 2021, New Capital clients contributed over $225k into their DAF accounts and recommended over $380k in charitable donations.

In a world of inflation, investors sitting on cash need to step into the ring and fight. And simple math shows why stocks can be a basic fighting tool.

Has tax season become a frustrating paper chase? These tactics can buy you some relief.

You have made the decision to target the size, value, and profitability premiums in equities, which is great, but it is only a great starting point. There are many questions to consider when incorporating these premiums into real-world asset allocations.

The worst of the market's decline may be over. Now we could be in a holding pattern.

Investors must recognize that 2022 will likely continue to be a bumpy ride. As a result, prudent sector and security selection through active management will be more critical than in recent memory.

Over time, the inevitable market valleys have given way to higher peaks. It's why we continue to invest for long-term goals, such as retirement. And it should be our goals that govern our approach to investing.

It was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go, as well as the enduring benefits of diversification and flexibility.

Here's what faster-than-expected Fed rate hikes may mean for investors.

The longer the legislative process drags out, the less clear the outcome.

From addressing the challenges of inflation and all-time market highs to ESG investing and GameStop, here is a look at some of the best original pieces published by Dimensional this year around some of the industry’s hottest topics.

The premium for inflation insurance may exceed the risk of inflation itself.

Federal Reserve officials are closing out 2021 with a hard pivot toward a more-aggressive pace of interest-rate increases next year in response to a strengthening job market and unexpectedly stubborn inflation pressures.

The investing world was abuzz with potential changes to taxes laid out in President Biden’s multi-trillion-dollar spending plan. Here’s a quick summary of where the latest proposals stand.

Charitable giving feels good. So does reducing your tax bill. The CARES Act provides an opportunity to do more of both in 2021.

While monetary policy normalization is beginning, it will unfold gradually over time, with rates moving from low levels. This is unlikely to pose a threat to global reflation, supporting global equities.

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

The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index.

We still expect long nominal rates to gradually move higher in the months ahead driven by real yields realigning with above-trend real economic activity.

Tax laws are in flux, but investors can take these steps now.