From contributions to conversions to distributions, don't fall into these traps.

In honor of Black Philanthropy Month, we want to celebrate and support the impactful efforts of Black philanthropists and Black-led nonprofit organizations in our region.

Gen Z is coming of age and entering the workforce. New Capital's NextGen program is designed to work with your younger generations. Let us know if we can helpfully engage with your family's Gen Z members.

Investors are often tempted to focus their attention on firms that appear poised to benefit from innovation. But it’s difficult to predict which ideas will prove successful, and even if we could, it’s unclear which firms will benefit and to what extent.

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.

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 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.

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.

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.

Looking ahead, we recognize that recession risk has risen. That said, it seems premature to make a call that we are already in recession today.

Inflation has hit record highs and shows no sign of abating, which lowers both spending and savings rates. If wages or investment returns can’t meet or exceed inflation levels, personal savings rates will decline which could cause people to delay retirement.

Global growth and inflation concerns are keeping investors up at night.