Given the deep trade ties between North America’s economies, tariffs on imports from Mexico and Canada could significantly reduce GDP and increase inflation in both countries, disrupting supply chains and industries reliant on cross-border commerce.

After an election, many investors try to predict which sectors will thrive under the new administration’s policies. But history suggests that election-driven market bets rarely translate into long-term outperformance.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

Given AI’s rapid evolution, DeepSeek’s emergence has disrupted markets by developing a high-performing model at a fraction of the cost of major tech firms. While this challenges assumptions about AI development, it doesn’t fundamentally alter the investment case for U.S. leadership. Investors should stay diversified and consider broader AI beneficiaries.

An advance directive is a broad legal document outlining medical preferences if you're incapacitated, while a living will specifically addresses end-of-life care. An advance directive may also include a medical power of attorney, designating someone to make healthcare decisions for you.

Here is a list of charities and organizations you may want to consider supporting through donations or volunteering to assist with wildfire relief, community recovery, and essential human needs such as housing, food, medical aid, and advocacy.

In any year, planning is necessary to get the most from individual and business income tax laws, and to adapt your financial planning to changes in tax, retirement, investment, education, estate and other thresholds, exemptions, and limitations.

Fidelity’s 2025 outlook highlights the possibility of persistent inflation driven by strong labor markets and housing shortages, fiscal policy volatility creating market uncertainty, and lower-than-average asset returns due to high valuations.

Vanguard's 2025 outlook predicts global monetary easing, moderate U.S. GDP growth, and a gradual decline in inflation. They foresee improved fixed income opportunities due to higher yields and balanced potential for equity returns over the next decade.

Starting in 2025, individuals aged 60-63 will gain access to increased retirement plan catch-up contributions, offering new opportunities for savings, with key changes to Roth contribution rules delayed until 2026.

A new Trump administration could bring changes to Social Security, Medicare, and tax policies, impacting retirement planning, healthcare costs, and financial regulations for retirees.

A charitable bequest allows you to leave a gift to a nonprofit in your will or trust, offering tax benefits and creating a lasting legacy.

As with each year, we remind you of several year end planning opportunities.

As you plan your year end charitable giving, you might evaluate using a qualified charitable distribution (QCD) in place of your required minimum distribution (RMD) from your IRA.

Warren Buffett's November 25, 2024 special letter concerning his own estate planning has received widespread attention for its recommendation that parents communicate openly with their children regarding their plans.

When a loved one dies, they may pass on either valuable property or sentimental possessions to their heirs.  A new survey reveals that different factors may contribute to different inheritance preferences.

While it may be premature for the Fed to incorporate tariff implications into monetary policy decisions, current data on resilient growth, healthy labor markets and other factors suggest that the Fed's path may be more gradual and may settle at a higher level than their latest projections indicate.

Regularly documenting home improvements in NCM360 can help boost the cost basis in your home and thereby lower the odds that you will owe taxes should you ever sell. 

Explore the highlights from New Capital's 2024 Annual Conference, including insights on market trends, estate planning strategies, and the latest innovations in New Capital’s client services and technology.

This presidential election feels uniquely challenging, but I remain confident in the long-term resilience of the stock market.