I truly believe that it is these words, and this philosophy, which sit at the heart of what we at New Capital try to help our clients achieve - the hope of life, liberty, and happiness - and that your own life represents your own assertion of these vital things.

For high net worth individuals, the surest way to leave behind a smaller legacy is to ignore gift and estate tax planning.

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities.

After two years of decreases, interest rates on federal student loans are set to increase almost a full percentage point for the 2021-2022 school year.

Creating a plan for your healthcare can give you the peace of mind that, even in the worst of situations, your loved ones will know what you wanted to occur clearly and be able to go forward in following your wishes.

We continue to expect yields will grind higher through the end of the year and strong economic growth accompanied by still relatively accommodative monetary policy will provide support to equity markets.

We find that central bank policy rates and interest rates more broadly are likely to rise, but only modestly, in the next several years.

You can save some assets for a spouse and qualify for Medicaid using strategies from an Elder Law or Medicaid Planning Attorney.

The majority of workers, young and old, are at least somewhat confident in their retirement preparations.

Meet the 2021 New Capital Summer Intern, Ashley Yen. She summarizes and reviews several interesting economic infographics from Visual Capitalist.

Dimensional Founder David Booth talked with Nobel laureate Eugene Fama about inflation and how investors should think about it in their portfolios.

Due to a variety of market-based factors, interest rates remain near historically low levels, providing a refi-friendly environment for those who’ve yet to get in on the act.

Change is occurring rapidly in business and markets across the world.

As this strategy becomes more commonplace, so do questions about how to execute it.

Not every family can afford to give their children an advance on their inheritance, but for those who can, there are some things to consider.

Some supply constraints may ease in the coming months, but other problems could take longer to resolve.

If you’re overweight U.S. stocks, you’re not exactly putting all of your eggs in one basket, but you’re definitely loading one up dangerously close to the brim.

Globalization, interconnectedness and ready access to information already have impacted the ways in which donors think about the world’s greatest challenges and how to address them.

The March 2021 federal stimulus bill added almost $22 billion in housing assistance to the $25 billion previously allocated by Congress.

Inflation expectations can have a self-fulfilling nature; as individuals and businesses expect to pay higher prices, they expect to be paid more themselves.