Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes.

In September 2019, the Institute for Supply Management (ISM) Purchasing Managers Index (PMI), which measures a wide variety of manufacturing data, fell to 47.8%, the lowest level since June 2009.1

Fidelity will begin offering zero commissions for New Capital clients on online equities, ETFs, and options trades.

A better-than-expected jobs report and strong third-quarter earnings from some major companies drove stock prices higher for the fourth consecutive week.

The 2019 New Capital Annual Conference was Friday, October 25th at the Hyatt Regency Galleria.

The biggest chunk of the earnings pie is increasingly split by fewer and fewer companies.

Health expenses are rising faster than inflation, and even insured workers are finding it harder to pay their portion from year to year (premiums, copays, coinsurance, and deductibles), much less plan for the future.

Solid corporate earnings reports and encouraging signs on the trade war front spurred stocks higher last week. The S&P 500 reached its second-highest closing value by last Friday, while the Dow is nearing a record high.

Cities are the engines of the modern economy. Over half of the world now lives in urban areas, and urbanization continues to shape the trajectory of global growth in unprecedented ways.

Beginning on November 1, 2019, individuals may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA).

October 20 to 26, 2019, is National Retirement Security Week. What better time to review the benefits of your retirement plan and determine if you're making the most of them?

Both the Dow and Nasdaq rose by almost 1.0%, followed by the Russell 2000 and the S&P 500. However, the biggest mover was the Global Dow, which surged almost 2.0%.

People frequently observe that the United States tax code is a mess, and they are absolutely right.  The tax system is now the result of decades of parochial interests lobbying for various increases and reductions to benefit themselves. 

The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.

Despite a solid labor report, unfavorable reports from domestic and global manufacturers, and an expanding trade deficit apparently shook investors.

Many people are aware that the US spends far more on healthcare than other countries. What do the details look like?

Guideline is the 401K Americans need and deserve. See the many facets they manage to make saving achievable.

How much can you save with a Guideline 401(k)? Examine the potential fees on retirement savings and investigate how Guideline offers such low fees.

At Guideline, we’re creating a retirement Americans can look forward to.

Investors were hit with potentially worsening trade tensions between the United States and China, along with political uncertainty following the House's impeachment inquiry proceedings against President Trump.