Tech stocks and consumer shares opened last week on an upswing.

Watch a recording of our webinar: Year-End Planning, 2020 In Review & A Look Ahead at 2021

Student of the Market - December 2020, from BlackRock

We all have the same 24 hours in a day, but we don’t spend them the same way.

Here are some things to consider as you weigh potential tax moves between now and the end of the year.

The Nasdaq opened the week by reaching a new high last Monday after climbing for the ninth straight day.

As 2020 comes to a close, my hope is that we are emerging from a dark and cold tunnel into the warm light.

Transferring your house to your children while you’re alive may avoid probate, but gifting a home also can mean a tax bill or could effect long term care benefits.

New Capital stands ready to help you and your family members draft your own family mission statement. Let us know how we can help you.

Big-earning IPOs are back in season, but who's on top when adjusted for inflation?

November closed on a sour note as investors took profits from stocks last Monday.

Join us for a discussion of year-end tax and financial planning strategies as well as a discussion of potential tax effects from a change in political power in the federal government. We will also review 2020 investments and preview 2021.

For investors that can stomach potential risks, small cap stocks may offer opportunities for meaningful upside, particularly as the economic recovery strengthens in 2021.

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

As we look back on a historic year, we trace the notable events of 2020, along with growth forecasts for the year ahead.

In April 2020, the U.S. economy lost an astonishing 20.8 million jobs, by far the largest loss recorded in a single month dating back to 1939.

Last Monday saw stocks advance following encouraging news in the development of yet another COVID-19 vaccine.

For many charities, a steady supply of individuals willing to give their most valuable resource—time—is critical for their basic operations.

Last week began with more good news on another COVID-19 vaccine, sparking a rally in domestic and global stocks.

New entrants into the field of systematic investing must look for ways to differentiate themselves.