The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented.

Occasionally clients are hesitant to utilize trusts in their estate plan because they “just have a simple estate” or believe they need substantial assets to warrant a trust.

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. Major relief provisions are summarized here, as well as some additional tax provisions.

Stocks jumped to record highs last Monday after President Trump signed a pandemic relief package into law.

These five big forces are likely to determine the shape of the recovery and portfolio returns in 2021.

Stocks rallied by the end of the day last Monday, paring losses from a morning plunge.

Happy Holidays from New Capital

The pandemic, the fight for racial justice, and the presidential election demonstrate the importance of weighing in with capital to create positive societal change.

The bipartisan $900 billion COVID-19 relief bill passed Monday night.While lots of information is out there on the specific provisions, what is most important for you to know?

Here's a look at recent changes in consumer behavior, the state of the retail industry, and what these trends could mean for the broader U.S. economy.

Tech stocks and consumer shares opened last week on an upswing.

Watch a recording of our webinar: Year-End Planning, 2020 In Review & A Look Ahead at 2021

Student of the Market - December 2020, from BlackRock

Here are some things to consider as you weigh potential tax moves between now and the end of the year.

The Nasdaq opened the week by reaching a new high last Monday after climbing for the ninth straight day.

As 2020 comes to a close, my hope is that we are emerging from a dark and cold tunnel into the warm light.

Transferring your house to your children while you’re alive may avoid probate, but gifting a home also can mean a tax bill or could effect long term care benefits.

New Capital stands ready to help you and your family members draft your own family mission statement. Let us know how we can help you.

November closed on a sour note as investors took profits from stocks last Monday.

Join us for a discussion of year-end tax and financial planning strategies as well as a discussion of potential tax effects from a change in political power in the federal government. We will also review 2020 investments and preview 2021.