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.

While manufacturing activity in the U.S. has largely been in structural decline since the late 1970’s, the makings of a manufacturing renaissance may be starting to emerge.

The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.

While higher yields may make cash appealing, higher cash balances may actually reduce your ability to achieve your long-term investment goals.

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.

Global stocks and bonds are strongly positive YTD with oil falling substantially.

Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.

Debates over federal fiscal policy and rising debt levels, along with continued differences in views of government spending priorities, have led to a series of contentious debt limit episodes in recent years.

We foresee potential price downside in domestic fixed income and even higher yields before the skies clear.

Higher bond yields create opportunities to generate more income with less risk in the new year.

U.S. stocks surged and Treasury yields fell sharply after the core October CPI rose a lower-than-expected 0.3%. We think this is finally an encouraging development on inflation but doesn’t yet change the overall picture.

Just like in the early 1980s, central banks are committed to the fight against inflation. However, this time is different. Alternative data reveals insight into the current economic backdrop and what it means for investors.

Although tech and other growth stocks may suffer through more September volatility, the longer-term outlook is more encouraging. The economy is softening, not collapsing, valuations are more interesting and real rates have already adjusted.

Gen Z is coming of age and entering the workforce. New Capital's NextGen program is designed to work with your younger generations. Let us know if we can helpfully engage with your family's Gen Z members.

Global growth and inflation concerns are keeping investors up at night.

With the conflict in Ukraine, we may still see more volatility and fear impact markets, but in terms of investor portfolios, the message is perhaps bland, but comfortingly so. Stay the course with a diversified portfolio and keep a long-term perspective, however difficult that may be.

In a world of inflation, investors sitting on cash need to step into the ring and fight. And simple math shows why stocks can be a basic fighting tool.

The investing world was abuzz with potential changes to taxes laid out in President Biden’s multi-trillion-dollar spending plan. Here’s a quick summary of where the latest proposals stand.

Charitable giving feels good. So does reducing your tax bill. The CARES Act provides an opportunity to do more of both in 2021.

When you’re building portfolios and evaluating performance, it’s easy to think in terms of pre-tax returns. But in reality, it’s the after-tax returns that matter for taxable investors.