Some key provisions of the tax proposals are explained, however many provisions may change as the legislation winds its way through Congress. Most provisions, if enacted, would be effective for 2018.

Geopolitical tensions can affect economies and move financial markets. Here's a closer look at these two political standoffs taking center stage in Europe, either of which could influence national growth prospects as well as some international investments.

Our 2017 Annual Conference was held October 26 and was well attended by approximately 50 clients.  Thank you to all of those who attended, and we look forward to seeing as many of you as possible at next year’s conference.

The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017.

As humanitarian relief efforts continue, new legislation provides tax relief for those affected by the storms. Additional tax relief provisions have been announced by the IRS.

Dialog between Leonard Golub, CFA and Michael A. Sanchez, Attorney at Law, CPA covering legal and financial considerations for for homeowners impacted by Hurricane Harvey.

New Capital is offering free and confidential financial counseling to those affected by Hurricane Harvey

The rise of e-commerce has been a disruptive force in the retail sector. In fact, 5,300 store closings were announced in the first half of 2017 — about three times as many as during the same period in 2016.

Equity markets finished the month of August in positive territory despite an upsurge of political risk. Markets were initially rattled by these events…

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data on roughly 55% of Americans age 18 and older.

The tropical storm that hit Houston the Texas and Louisiana Gulf Coasts last week was a devastating blow to this city and region. 

Overnight, Hurricane Harvey has devastated Houston, our city, with its unprecedented rainfall.  More is to come over the next few days, but we are hoping that the worst may soon be over.  

Our family returned a few days ago from a fantastic car trip.  We saw and learned many new things, and much of it, for me, resonated with current events.

The Trustees of the Social Security and Medicare Trust Funds have released reports to Congress on the current financial condition and projected financial outlook of these programs.

The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values.

New Capital has brought on Todd Centurino, CFA as Chief Investment Officer. He will assume primary responsibility for our investment research, portfolio management, designing and implementing model portfolios, trading, investment reporting, fund company relationships, and more.

After falling for two consecutive years, interest rates on federal student loans are now rising.

President Trump has announced the withdrawal of the United States from the Paris Climate Accords.

Implications of political foundering are that legislative initiatives in taxation; health care; trade; immigration; infrastructure; employment; and economy will likely be effectively sidelined as political matters accelerate and increasingly occupy the entire government

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years.