Markets are forward-looking and the concerns that played into Fitch’s decision are not new information to most investors.

Are long-term investors losing out?

New Capital offers Guideline’s 401(k) plans to clients for their businesses. If you are interested in exploring a new 401(k) plan for your business or in changing your current 401(k) plan provider, please let us know.

International stocks have been outperforming their U.S. counterparts recently, marking the possibility of a cyclical comeback.

Find out everything you need to know about probate records and what information goes under public record in this guide.

The first half of the year turned out to be better than expected, with Europe dodging recession, China emerging from a multi-year lockdown and a tight U.S. labor market providing a boost to activity.

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling.

The move by Fitch Ratings to strip the U.S. government of its top-notch AAA credit rating again underscores the long-term challenges we see for the U.S. fiscal outlook.

Sky-high costs and growing skepticism are not the only factors playing into enrollment declines.

EWills are on the rise, making estate planning more accessible and convenient than ever. Learn about the current landscape of eWill legislation and what lies ahead.

The global shipping industry is on the verge of a transformation not seen since the transition from sail to steam.

Watch a recording of our webinar: Q2 Market Review presented by Leonard Golub, CFA.

The IRS has announced certain relief and guidance for RMDs for 2023.

How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.

With the passing of the SECURE Act (both 1.0 and 2.0), the use of a See-Through Trust became popular. Learn how this estate planning tool can help you pass your retirement assets to your loved ones, and when it makes sense to use one.

How does the U.S. $20 Trillion GDP break down across the country.

The likely cause for declining oil prices is increased U.S. production, which is expected to reach an all-time high in 2023.

Effective July 25, 2023, Fidelity will increase the limit on mobile check deposits to $500,000.

Over the past 20 year, 92% of Dimensional’s small cap funds outperformed their benchmarks vs. only 30% industry-wide.

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