January was full of ups and downs as investors rode a wave of uncertainty.

Last week proved to be a tough one for the market as each of the benchmark indexes listed here lost value.

If you suspect that any conflicts of interest may be present in your advisory relationship, you may wish to reconsider that relationship, for the benefit of both your portfolio and your life.

Imagine it is early January 2010 and you are reading a review of the financial markets.

A critical shift is occurring, and it may surprise you to learn that China has already usurped the U.S. as the world’s most dominant trading partner.

The Dow has posted weekly gains for five of the last six weeks, the S&P 500 advanced for the second consecutive week, and the Nasdaq has risen for six straight weeks.

Responsibility for bull markets rests on many shoulders.

Climate change has become a defining factor in companies’ long-term prospects. Awareness is rapidly changing, and I believe we are on the edge of a fundamental reshaping of finance.

The Federal Communications Commission (FCC) ranks unwanted robocalls highest on their list of consumer complaints.

Last Friday's jobs report was a mixed bag of information. While 145,000 new jobs were added and the unemployment rate remained at 3.5%, wage growth was tepid in December to cap off a year of only moderate wage growth.

If we at New Capital can help you be happier with yourself, then we are happier with ourselves too.

2019 Annual Reports are prepared and available through the Morningstar Web Portal

Battery minerals are set to become the new oil, with lithium-ion battery supply chains becoming the new pipelines.

New trade deals were expected to be enacted in early 2020 acting as important steps toward resolving conflicts with our three largest trading partners that had cast a pall over a generally strong U.S. economy.

Dimensional is pleased to announce a reduction in management fees or expense caps for 77 US Mutual Funds effective February 28, 2020.

Happy New Year.  May 2020 be a good year for all.

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. Nevertheless, investors remained relatively bullish toward stocks, pushing several major indexes to record highs.

The year 2019 served up many examples of the unpredictability of markets. Taken as a whole, it’s a reminder that the prediction game can be a losing one for investors.

The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

The holiday spirit, coupled with renewed optimism on the trade front, helped propel stocks higher last week.