At New Capital Management, we are actively monitoring economic and political shifts to make informed, strategic portfolio adjustments. Our goal is to protect your investments while ensuring adaptability in an evolving landscape.

Investing successfully requires discipline and strategy. These six expert-backed tips from Fidelity can help you build a strong portfolio, manage risk, and stay focused on long-term financial goals

Large cap U.S. stocks have pulled back 6% from all-time highs, which on average is seen four times a year. As investors find themselves in the thick of the policy fog, the tug-of-war between growth worries, inflation worries and fiscal concerns is set to continue.

Bitcoin’s growing role in the financial landscape is driven by its potential as a store of value, portfolio diversifier, and hedge against inflation. BlackRock explores why institutional investors are increasingly considering Bitcoin as part of their asset allocation strategies.

Giving appreciated assets as lifetime gifts can offer tax advantages and maximize wealth transfer. Morningstar explores the benefits, potential pitfalls, and key considerations for making the most of this estate planning strategy.

With the 2024 tax filing season underway, it's important to gather all necessary documents before submitting your return. This guide outlines common tax forms, their availability, and what they report to help ensure a smooth and accurate filing process.

Having a will ensures your assets are distributed according to your wishes, protects your loved ones, and simplifies the legal process after your passing. Trust & Will outlines key reasons why everyone should have a will and how it can provide peace of mind for the future.

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.