Last Monday, the major benchmark indexes pulled back from record highs reached the prior week. Tech stocks took the biggest hit, dragging the Nasdaq down by 1.3%.

Over the past year, we made the decision to gradually convert away from blend funds, and we have now begun that process.

We would like to formally introduce you to Egan O’Keefe, and welcome her to the team as New Capital’s Administrative Assistant.

Compassion is about empathy, care and concern for your fellow humans, about feeling the suffering of others in your local and global community and wanting to relieve it.

How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle.

Last Monday, stocks began the new year down on worries over the Georgia runoff elections, a surge in COVID-19 cases, and evidence that a new strain of the virus has entered the country.

As 2021 begins, I am optimistic about the year ahead despite the evident challenges in front of all of us.

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented.

Making predictions is a tricky business at the best of times, but especially so after a year of upheaval. Even so, that didn’t stop people from trying their hand at reading the crystal ball.

Occasionally clients are hesitant to utilize trusts in their estate plan because they “just have a simple estate” or believe they need substantial assets to warrant a trust.

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. Major relief provisions are summarized here, as well as some additional tax provisions.

Stocks jumped to record highs last Monday after President Trump signed a pandemic relief package into law.

These five big forces are likely to determine the shape of the recovery and portfolio returns in 2021.

For most businesses around the world, 2020 was a year of difficulties, lost business, and economic hardship. For Big Tech, it was a boon.

Stocks rallied by the end of the day last Monday, paring losses from a morning plunge.

Happy Holidays from New Capital

The pandemic, the fight for racial justice, and the presidential election demonstrate the importance of weighing in with capital to create positive societal change.

How many COVID-19 vaccines has each country bought? Visualize the confirmed number of doses purchased by country and income level.

The bipartisan $900 billion COVID-19 relief bill passed Monday night.While lots of information is out there on the specific provisions, what is most important for you to know?

Here's a look at recent changes in consumer behavior, the state of the retail industry, and what these trends could mean for the broader U.S. economy.