Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses. View Guideline’s “What You Need To Know About a 401(k)”

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

Here's a look at the four main components that influence the cost of gasoline in the United States, according to data from EIA.

Interest rates on federal student loans are set to increase for the 2022-2023 school year by more than 1%, the second straight year of increases.

Company earnings remain solid, but earnings multiples have contracted substantially in 2022.

For the past several years, tech stock gains drove the market to new heights, but when their share values began to plunge, they dragged the broader stock indexes down with them.

It seems some investors have resigned themselves to a new normal of high inflation. However, financial market data tells a different story.

As bank reserves decline to levels that may restrict bank activity, markets will likely signal the Fed may need to change course.

The world economy continues to grow, and is expected to soar past $100 trillion this year. By 2035, the world's GDP will double, and China is likely to become the largest economy by 2030.

Thank you to all of you who were able to join us on the first Money Mindfulness Meditation: Elements.

With Pontera’s secure account management platform, New Capital can manage your employment retirement accounts right along with your other advisor-managed accounts.

A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year, three-year, and fve-year periods following steep declines.

Historically, the US has been dependent on foreign sources for its energy needs, making the economy susceptible to geopolitical supply disruptions. However, the global shift towards cleaner energy sources offers new opportunity to build an energy-independent America.

Please join us for our first Zoom-based session of New Capital’s new client program, Money Mindfulness Meditation (MMM).

With multiple interest rate hikes on the horizon, some bond investors may be feeling concerned. This infographic debunks three common myths about bonds during rising rate environments and explains why they may be beneficial.

Soaring inflation. Rising rates. Market volatility. What are strategies for responding not only to the rocky, recent past quarter, but also to the prospect of a rising-rates environment over the next cycle?

In this environment, prospective homebuyers, renters who must renew a lease, or anyone looking for a new place to live could find themselves between a rock and a hard place.

Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance. While these challenges certainly warrant our attention and deep concern, they don’t have to be a reason to panic about markets when you’re focused on long-term investing.

New Capital works with Strata Trust to provide our clients with self-directed IRA custody.