When creating an estate plan, there are details which seem minor but are actually very important.

Three states make up over 50% of new renewable energy installations.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they explain plan options.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they share a checklist as you approach Medicare enrollment eligibility.

For Americans planning for retirement, the obvious implication is to save and invest more. Beyond this, it has become increasingly necessary to have some assets outside of traditional 401(k)s and IRAs.

See options on how to handle this large and somewhat unpredictable expense in retirement.

Is there a better way to make healthcare affordable?

Nursing home costs are exorbitantly expensive. Learn how to protect assets from nursing home costs.

Congratulations to the high school and college Class of 2023! We highly recommend this article to all graduates and their families and hope that it will encourage you to continue your personal and financial growth.

Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.

If the US does not renegotiate a new debt ceiling soon, it could have serious negative consequences for the US economy and the global financial system.

The new clean vehicle tax credit may be available to help offset your cost to purchase certain electric, plug-in hybrid, and fuel cell vehicles.

Find out about a little-known do-over strategy to reset your claim and increase your monthly Social Security paycheck by up to 24%.

Contesting a Will can be a long process, but it’s certainly possible. We’ll explain when and how to do it the right way, if ever necessary.

The U.S. reached its debt limit of USD 31.4 trillion on January 19th and has since been relying on funds in the Treasury General Account (TGA) and so-called “extraordinary measures” to fund its obligations.

If your wealth is highly concentrated in any one individual stock, take this opportunity to learn an important lesson: While many people think they know more than other investors, none of us knows more than the market.

The Federal Reserve will be launching its own real-time, instant payments system called the FedNow Service (FedNow).

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

Active mutual funds rarely beat the market over the long-run, bringing to mind the classic investment quote: "Don't look for the needle in the haystack. Just buy the haystack." - Jack Bogle

Watch a recording of our webinar: Q1 Market Review presented by Leonard Golub, CFA.