New Capital is dedicated to understanding not only our clients’ life goals, but also changes to our clients’ life goals.

The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020.

Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized 5.06%, well behind the 13.04% achieved by the Fama/French US Growth Research Index.

When searching for facts, our own cognitive biases often get in the way.

Stocks opened the week with mixed returns. The S&P 500 stayed level, the Dow fell by almost half a point, and the Nasdaq finished the day up three-quarters of a percent.

Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic.

An updated collection of Covid-19 (Coronavirus) infographics.

It’s important to remember that returns in any given year may be sky-high, extremely poor, or somewhere in between.

The dramatic plunge below zero highlighted a fundamental problem for the oil industry in the face of evaporating demand due to COVID-19.

Investors continue to move toward stocks despite unfavorable economic data.

Investors were guardedly optimistic last Monday as several countries and some states began to reopen their economies.

Congress has passed several pieces of legislation with provisions to help small businesses shore up their coffers and keep employees on the payroll.

Watch a recording of our webinar: Special Markets Update 2020 #7

The week started with stock indexes falling sharply on the heels of an historic plunge of crude oil into negative territory.

A collection of Covid-19 (Coronavirus) infographics.

Data covering the past century’s 15 US recessions show that investors tended to be rewarded for sticking with stocks.

On April 20th, futures for crude oil's U.S. benchmark (WTI) went into negative territory - meaning for the first time in history, producers would pay traders to take oil off their hands.

Fidelity Charitable has developed Giving Guidance for Coronavirus, with resources designed to help you identify effective ways to make a difference.

Last weekend, Russia, Saudi Arabia, and other major oil-producing countries agreed to slash production as oil prices had fallen about 50% from their January peak. 

Fidelity is recording an increase in fraudulent money requests taking form in wire fraud, identity theft, and email scams.