The newest Social Security and Medicare reports to Congress, released on April 22, 2020, discuss the current financial condition and ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment for 2021.

Equities began the week edging higher following the Federal Reserve's announcement that it would buy corporate bonds under an emergency lending program.

The U.S. stock market may offer the comfort of familiarity, but investing in both U.S. and international markets can benefit those with long-term perspectives.

Last week began with a bang for stocks as each of the indexes gained well over 1.0% for the day. The S&P 500, after climbing 1.2%, has picked up nearly 45.0% since its 2020 low, pushing it into the black for the year.

Meet the 2020 New Capital Summer Intern, Jeffrey Li. He summarizes and reviews several interesting economic infographics from Visual Capitalist.

Historically, an increase in the money supply leads to higher levels of inflation, but investors should remember that supply is only one driver of overall prices.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

The Economic Impact Payment Card (EIP Card) arrives in a plain envelope from Money Network Cardholder Services, along with card information and instructions for its activation.

Despite nationwide protests and U.S.-China tensions, stocks rose to start the week.

There are no good reasons for the United States, or the world, to continue to choose racism. It is a self-inflicted illness, an affliction that holds all of us back individually and collectively.

A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good.

As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger swings in the broader market.

Watch a recording of our webinar: Fixed Income Bonds in a Covid World

With the stock market closed last Monday in observance of Memorial Day, Tuesday's trading led to solid returns for each of the benchmark indexes listed here. 

Everyone wants to know when we’ll be able to get to the other side of COVID-19. Dimensional Founder David Booth shares what he’s seeing and why it gives him hope.

Due to the coronavirus tax filing extension, there's still time to make a regular IRA contribution for 2019.

The major benchmarks opened the week on a high note, led by the Russell 2000, which gained more than 6.0%.

New Capital is dedicated to understanding not only our clients’ life goals, but also changes to our clients’ life goals.

The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020.

Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized 5.06%, well behind the 13.04% achieved by the Fama/French US Growth Research Index.