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.

Discover a simplified approach to funding a trust, including how to transfer assets and what to consider for different property types.

Circumventing the Roth IRA MAGI limit is a multistep process that should be started now.

A major data breach at National Public Data has exposed personal information of millions, prompting individuals to freeze credit, set fraud alerts, and monitor accounts to guard against identity theft.

All told, while the U.S. dollar might soften modestly from here, it will soften unevenly against major global currencies.

Technology stocks led the market for much of this year, with AI euphoria in full effect. Recent cracks in the momentum have caused some investors to question whether the enthusiasm has been exhausted.

The IRS created a pretty major rule change about how assets are treated in Irrevocable Trusts for tax purposes.

How to protect your loved ones from unnecessary hardship.