The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.

How a temporary freeze by a lending platform called Celsius left bitcoin investors out in the cold.

The potentially smoother journey that diversification offers may be less entertaining on the way up, but it generally makes for a better experience than leaving investment goals to chance.

Looking ahead, we recognize that recession risk has risen. That said, it seems premature to make a call that we are already in recession today.

Inflation has hit record highs and shows no sign of abating, which lowers both spending and savings rates. If wages or investment returns can’t meet or exceed inflation levels, personal savings rates will decline which could cause people to delay retirement.

Global growth and inflation concerns are keeping investors up at night.

During times of extreme market volatility and economic distress, maintaining your long-term perspective can be challenging.

Assets can be distributed at death in several ways, such as with a beneficiary designation, through a jointly held account, by probate, or a trust. Each method of transfer has advantages as well as important considerations.

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.

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.

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.

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?

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.

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.