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

In addition to raising its key interest rate target by half a percentage point on May 4, the Fed has said it will start to shrink its balance sheet, another step in post-pandemic policy normalization.

From nearby Copenhagen, the Danish economist deconstructs Europe’s worst conflict since World War II and the implications for economies and markets now and in the future.

Many investors end up holding large concentrated positions in single stocks, whether as the result of employee compensation or a handsomely rewarded stock selection. This can lead to one of the most well-known cautionary tales in finance: tragic declines in wealth from losses in single securities.

There are a few big reasons why the market may now be ready to find its footing.

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.

Cryptocurrency has a low correlation with traditional asset classes, but correlations often spike during down markets.

The world seems to be in a constant state of “unprecedented,” and the philanthropic sector is no different. Three key themes surface in this year’s Giving Report.

Some investors may worry that rising interest rates will decrease equity valuations and therefore lead to relatively poor equity market performance. However, historically, equity returns in the US have been positive on average following hikes in the fed funds rate.

We expect 0.50% increases at the June and July meeting, and for further 0.25% increases thereafter, suggesting a year end Fed funds target range of 2.50-2.75%.

Three factors will determine whether central banks can navigate a soft landing of continued growth with prices rising at acceptable levels, or whether they miss an uncomfortably short runway.

With the conflict in Ukraine, we may still see more volatility and fear impact markets, but in terms of investor portfolios, the message is perhaps bland, but comfortingly so. Stay the course with a diversified portfolio and keep a long-term perspective, however difficult that may be.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare.

The proposed rule would help public companies come to terms with their climate-related risks and focus their attention on how they are going to manage them.

Learn the best ways to safeguard your personal information—and your money.

There’s no strong evidence that dividend stocks have delivered superior inflation-adjusted performance during periods of high inflation or rising interest rates.

Investors ought to think beyond just EVs to the ecosystem around them for opportunities. This includes batteries, EV chargers, and electrification of the energy grid.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses.

Vanguard has emphasized for months that markets have underestimated just how high the Federal Reserve might need to raise its key interest rate target to quell inflation.

The March employment report contained a host of figures pointing to the strength of the U.S. labor market.