Plus, a trip to Bizarro ESG World.

Investors advocating for the superiority of growth firms, such as the FAANGs, are inadvertently making the case for their expected future cash flows to be discounted at a lower level.

The key to weathering market volatility is simple: keep your long-term perspective. For charitably minded individuals, that advice goes one step further: keep giving, but make sure you’re giving strategically.

Vanguard September market perspectives offers global economic and security returns forecasts.

But near-term recession risk remains moderate.

The Inflation Reduction Act advances key climate goals on the Administration’s agenda while reducing the deficit over the next decade.

Dividend payments could increase more than expected when this tax goes into effect next year.

From contributions to conversions to distributions, don't fall into these traps.

In honor of Black Philanthropy Month, we want to celebrate and support the impactful efforts of Black philanthropists and Black-led nonprofit organizations in our region.

Gen Z is coming of age and entering the workforce. New Capital's NextGen program is designed to work with your younger generations. Let us know if we can helpfully engage with your family's Gen Z members.

Investors are often tempted to focus their attention on firms that appear poised to benefit from innovation. But it’s difficult to predict which ideas will prove successful, and even if we could, it’s unclear which firms will benefit and to what extent.

Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they’re both.

When it comes to investing, it’s crucial to remember the difference between news and opinion, and how they are sometimes used to forecast the future.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they share 3 Tips to Help You Cut Rx Costs.

The second quarter was a rough ride.

A basic guide to the potential tax implications (and advantages) of donating to charity.

This article discusses the systematic and important ways in which Dimensional Fund Advisors manages cash flows in and out of mutual funds held by New Capital’s clients.

Recent extreme market volatility can afford you the chance to redeploy your capital in order to help achieve your long-term financial goals. Here are four reasons to embrace global investing.

The tragic war in Ukraine has led to an indiscriminate sell-off in European equities. While headlines weigh on sentiment, the 1Q earnings season was strong for Europe.

Explosive price hikes are altering this generation's plans.