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.

Despite lackluster sentiment, Americans have not stopped spending. Consumption is expected to have grown at a solid 3% ann. pace in the third quarter, supporting continued earnings growth for U.S. companies.

John “Mac” McQuown, a founding Director of Dimensional Fund Advisors in 1981, was a financial engineer, entrepreneur, and environmentalist with an insatiable curiosity and relentless drive that led him to start more than a dozen companies in his lifetime.

Key changes will take effect this year as a result of the Inflation Reduction Act.

The stock market overcame a spike in volatility in the third quarter, reaching record levels again, as the Fed cut rates for the first time in four years.

Hurricane Helene devastated the southeastern U.S. after making landfall in Florida, leaving many without power or basic needs, and recovery is expected to take years. If New Capital can assist you with research or grant recommendations, please let us know.