Jaycee Smalley has received her Notary Public Certification. Notary services are free of charge for New Capital clients.

Watch a recording of our webinar: Bear Market Survival Guide

With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.

Our FINRA-compliant Key Numbers Center aids your annual planning.

Download presentation materials from the New Capital webinar: Bear Market Survival Guide

Fidelity reduced the transaction fee for Dimensional Fund Advisors mutual funds.

Are there techniques for dealing with volatile and down-trending markets? The answer is “Yes!”

We have provided a Tax Related Report that may be useful to you and/or your CPA in beginning your tax preparations.

An “unofficial” bear market descended on stocks in the fourth quarter of 2018 despite ongoing strength in the US and other economies, and in early 2019 we are seeing weakening of some economies.

Fidelity offers 2-Step Authentication as a quick and simple way to add an extra layer of security to your Fidelity.com accounts.

Here's a look at some of the costs that will apply in 2019 if you're enrolled in Original Medicare (Part A and Part B).

The fourth quarter of 2018 delivered some of the worst returns to investors since the current expansion began in 2009.

Larry Fink’s Chairman's Letter to Shareholders from BlackRock's 2018 Annual Report

In the final quarter of 2018, interest rate and growth fears, along with geopolitical events, sparked volatility in the financial markets and reversed many of the outsize stock gains notched earlier in the year.

When markets hit rough patches, I relish being here for you, fulfilling your trust, and working harder than ever to put matters into perspective for you.

At a time of heightened market and political uncertainty, it is always worth re-visiting the investment principles that we believe in, and why we believe them.

The month began with a rebound from October, but the rally was short lived as equity markets across the world retested the October lows as economic data rolled in.

Many people come to a financial advisor in the expectation that the advisor will get them more money.

October truly was a scary month as stocks closed the month well below their end-of-September values.

Beginning on November 1, 2018, individuals (including their families) may apply for new health insurance or switch to a different health-care plan through a Health Insurance Marketplace under the Affordable Care Act (ACA).