Investors should evaluate fully representative data rather than falling for the “shiny object” of recent performance.

It is important to discuss the future and ensure your loved one is well cared for.

2023 has seen more office conversion activity – while sometimes this can be easier said than done, it does suggest that there is an evolving opportunity in the office space for investors who can deploy additional capital.

The large investment that we will make in Abby’s college education will not just accrue benefits to Abby and her family, but to society and to the world.

Good investing, like good health, requires long-term discipline and commitment.

Here are 8 questions to consider before you sign up.

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad.

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

From contributions to conversions to distributions, don’t fall into these traps.

Here are some common mistakes that even experienced investors make and how to avoid them.

A letter of instruction can help you pass your legacy to your loved ones.

Markets are forward-looking and the concerns that played into Fitch’s decision are not new information to most investors.

Are long-term investors losing out?

New Capital offers Guideline’s 401(k) plans to clients for their businesses. If you are interested in exploring a new 401(k) plan for your business or in changing your current 401(k) plan provider, please let us know.

Find out everything you need to know about probate records and what information goes under public record in this guide.

The first half of the year turned out to be better than expected, with Europe dodging recession, China emerging from a multi-year lockdown and a tight U.S. labor market providing a boost to activity.

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling.

The move by Fitch Ratings to strip the U.S. government of its top-notch AAA credit rating again underscores the long-term challenges we see for the U.S. fiscal outlook.

Sky-high costs and growing skepticism are not the only factors playing into enrollment declines.

EWills are on the rise, making estate planning more accessible and convenient than ever. Learn about the current landscape of eWill legislation and what lies ahead.