In the wake of Winter Storm Uri blackouts, our Texas clients may wish to consider outsourcing their energy contract procurement and management.

Families with concerns about a child’s marriage are often interested in protecting money from a child’s divorce.

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2020.

The stock market was closed last Monday in honor of Presidents' Day. Equities were mixed on the first day of trading last Tuesday.

System: a group of interacting or interrelated entities that form a unified whole.

If you’re not the type of person who feels comfortable betting your life savings on a long shot, the good news is that you don’t have to find the next big stock to win in the stock market.

Increasing prospects that a massive fiscal stimulus bill is around the corner helped drive stocks to record highs last Monday.

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Since early November, when vaccine trial results were first announced, international has actually outperformed the U.S. by 3.9 percentage points, and we believe this is only the beginning of the rotation.

IRS forms 8283 are now available at Fidelity Charitable for those who contributed $500 or more of publicly traded securities for the 2020 calendar year.

At the heart of this story are two very different sets of investors: professional managers of multibillion-dollar hedge funds and a small army of individual investors connected through social media

Stocks had their best day in several weeks last Monday, recovering some of the losses following the prior week's sell-off.

IRA owners who rolled back RMD distributions will receive two documents for 2020 tax filings.

A lower starting withdrawal rate doesn't guarantee you'll have to live on less.

The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021. Last-minute changes to tax law have already been included in IRS tax forms and instructions.

Equities were mixed to begin last week. The Global Dow (-0.6%), the Russell 2000 (-0.3%), and the Dow (-0.1%) lost value.

Your future is here - do you see it?

In the past few years, no head of a major U.S. financial institution has been more outspoken about the need for sustainable reform of corporate financial practices than Laurence Fink of BlackRock, one of New Capital's major business partners. Here in 2021, Fink's newest letter is well worth reading to understand the direction that capital and the world is heading.

While individuals often think about who would receive their assets when they die, they do not always think about the medical care they want if they cannot speak for themselves.

In December, Congress passed the Consolidated Appropriations Act, which includes several provisions related to education, including many changes to financial aid.