If we at New Capital can help you be happier with yourself, then we are happier with ourselves too.

2019 Annual Reports are prepared and available through the Morningstar Web Portal

New trade deals were expected to be enacted in early 2020 acting as important steps toward resolving conflicts with our three largest trading partners that had cast a pall over a generally strong U.S. economy.

Dimensional is pleased to announce a reduction in management fees or expense caps for 77 US Mutual Funds effective February 28, 2020.

Happy New Year.  May 2020 be a good year for all.

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. Nevertheless, investors remained relatively bullish toward stocks, pushing several major indexes to record highs.

The year 2019 served up many examples of the unpredictability of markets. Taken as a whole, it’s a reminder that the prediction game can be a losing one for investors.

The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

The holiday spirit, coupled with renewed optimism on the trade front, helped propel stocks higher last week. 

Stocks continued to surge last week, reaching new record highs ahead of the Christmas holiday. The S&P 500 recorded its largest weekly percentage gain in several months. 

We are all tested in our lives. How we respond makes all the difference.

Positive developments finally arrived in the ongoing trade war between the United States and China.

I cannot be both an honorable citizen and a dishonorable advisor, and I cannot be an honorable advisor while also being a dishonest citizen.

Net farm income is forecast to grow almost 4.8% to $88 billion in 2019, but this broad measure of profits includes financial support from the federal government.

Market performance was uneven last week, culminating in some of the benchmark indexes closing in the black while a few lost value by week's end.

Our vital investment partner, Dimensional Fund Advisors, possesses an unparalleled track record in investment research. Here are their latest findings.

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2020 if you're enrolled in Original Medicare Part A and Part B.

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.

Stocks grew for the third straight month as each of the benchmark indexes listed here posted solid returns in November.

The market's run of weekly gains ended last week as each of the benchmark indexes listed here lost value.