The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

Many in our nation report being conflicted about their feelings during this holiday given the deep level of civil and political strife now present in daily life.

If you're like most consumers, you may feel that you're playing gas-price roulette every time you fill the tank.

From 1928–2017 the value premium in the US had a positive annualized return of approximately 3.5%. In seven of the last 10 calendar years, however, the value premium in the US has been negative.

Interest rates on federal student loans are set to rise for the second year in a row. This table shows the interest rates for new loans made on or after July 1, 2018, through June 30, 2019.

Based on the "intermediate" assumptions in this year's report, the Social Security Administration is projecting that the cost-of-living adjustment, (COLA) announced in the fall of 2018, will be 2.4%. 

Stock prices are changing every day—and as prices change, so do expected returns.

Vanguard has developed a new model to forecast health care costs for U.S. retirees.

Two recent new items caught my attention that illustrate environmental, social, and governance issues associated with business.

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.

In its 28th annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) discovered that 64% of today's workers feel very or somewhat confident in having enough money to retire comfortably, up from 60% in 2017.

Scholarship, Leadership, Service, Character, Citizenship - In this often dismal time in the world, it is important to remember these five foundations that have brought success to so many for so long

The muni market stabilized through April 2018, but uncertainty remains.

A summary presentation highlighting key aspects of Dimensional's approach to investing.

Provides a high-level snapshot of our product offerings for a broad audience.

Dimensional has updated its Mutual Fund Landscape report through 2017. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns after costs.

Leonard Golub, CFA & Todd Centurino, CFA of New Capital Management discuss the first quarter market results and their views on future projections.

Dimensional is a global investment firm that has been serving investors for more than 35 years. Dimensional offers investment solutions across asset classes, including global equities, fixed income, and REITs.

If you receive Medicare, you will be getting a new Medicare card in the mail. Your new card will have a new Medicare Number that's unique to you.

New Capital is a truly independent financial advisory, that not only talks about diversification, but practices it in all areas of our business.