Last year’s swift bear market revealed that “clients working with RIAs tend to sell less and buy more” when markets tumble, according to a new academic paper.

According to legal scholar and Harvard University professor Cass Sunstein, the social cost of carbon (SCC) is “the most important number you’ve never heard of.”

Extraordinary circumstances inspired extraordinary generosity in 2020, leading Fidelity Charitable donors to recommend 2 million grants totaling $9.1 billion.

If you’re not the type of person who feels comfortable betting your life savings on a long shot, the good news is that you don’t have to find the next big stock to win in the stock market.

Since early November, when vaccine trial results were first announced, international has actually outperformed the U.S. by 3.9 percentage points, and we believe this is only the beginning of the rotation.

In the past few years, no head of a major U.S. financial institution has been more outspoken about the need for sustainable reform of corporate financial practices than Laurence Fink of BlackRock, one of New Capital's major business partners. Here in 2021, Fink's newest letter is well worth reading to understand the direction that capital and the world is heading.

A look inside the data reveals that a change may be on the horizon and a globally diversified equity allocation may be rewarded in the coming years.

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.

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

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

Student of the Market - December 2020, from BlackRock

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.

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

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

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

How can donors deploy charitable capital at the intersection of today's pressing issues and the arts?

Deciding when to collect Social Security (SS) retirement benefits can be difficult. Enclosed are the top questions and answers to help you make your decision.

Looking at sector performance after each presidential election since 2000, there is Little discernible pattern based on the election outcome.

U.S. stocks have significantly outperformed international stocks in recent years. Does that make international stock diversification unnecessary? Not at all.

It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents.