The bedrock component of Dimensional’s investment approach is broad diversification, which we think is a great risk control in environments like this.

A mix of stabilizing interest rate differentials between the U.S. and developed markets, combined with more confidence around global growth, is needed.

We now have two of the three ingredients for stagflation—high inflation and low or no economic growth—but we are missing the third, high unemployment.

Although tech and other growth stocks may suffer through more September volatility, the longer-term outlook is more encouraging. The economy is softening, not collapsing, valuations are more interesting and real rates have already adjusted.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses. View Guideline’s “Evolution of the 401(k)”

Public pension funds from Florida and Texas, two states that have vocally criticized sustainable investing in recent months, have overwhelmingly voted for sustainable-investing practices in the past,

Plus, a trip to Bizarro ESG World.

Investors advocating for the superiority of growth firms, such as the FAANGs, are inadvertently making the case for their expected future cash flows to be discounted at a lower level.

The key to weathering market volatility is simple: keep your long-term perspective. For charitably minded individuals, that advice goes one step further: keep giving, but make sure you’re giving strategically.

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

But near-term recession risk remains moderate.

The Inflation Reduction Act advances key climate goals on the Administration’s agenda while reducing the deficit over the next decade.

Dividend payments could increase more than expected when this tax goes into effect next year.

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.