During times of extreme market volatility and economic distress, maintaining your long-term perspective can be challenging.

Assets can be distributed at death in several ways, such as with a beneficiary designation, through a jointly held account, by probate, or a trust. Each method of transfer has advantages as well as important considerations.

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses. View Guideline’s “What You Need To Know About a 401(k)”

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

It seems some investors have resigned themselves to a new normal of high inflation. However, financial market data tells a different story.

As bank reserves decline to levels that may restrict bank activity, markets will likely signal the Fed may need to change course.

With Pontera’s secure account management platform, New Capital can manage your employment retirement accounts right along with your other advisor-managed accounts.

A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year, three-year, and fve-year periods following steep declines.

Soaring inflation. Rising rates. Market volatility. What are strategies for responding not only to the rocky, recent past quarter, but also to the prospect of a rising-rates environment over the next cycle?

Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance. While these challenges certainly warrant our attention and deep concern, they don’t have to be a reason to panic about markets when you’re focused on long-term investing.

New Capital works with Strata Trust to provide our clients with self-directed IRA custody.

In addition to raising its key interest rate target by half a percentage point on May 4, the Fed has said it will start to shrink its balance sheet, another step in post-pandemic policy normalization.

From nearby Copenhagen, the Danish economist deconstructs Europe’s worst conflict since World War II and the implications for economies and markets now and in the future.

Many investors end up holding large concentrated positions in single stocks, whether as the result of employee compensation or a handsomely rewarded stock selection. This can lead to one of the most well-known cautionary tales in finance: tragic declines in wealth from losses in single securities.

There are a few big reasons why the market may now be ready to find its footing.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

Cryptocurrency has a low correlation with traditional asset classes, but correlations often spike during down markets.

The world seems to be in a constant state of “unprecedented,” and the philanthropic sector is no different. Three key themes surface in this year’s Giving Report.

Some investors may worry that rising interest rates will decrease equity valuations and therefore lead to relatively poor equity market performance. However, historically, equity returns in the US have been positive on average following hikes in the fed funds rate.