Dr. David Kelly and Jack Manley, Global Market Strategist, review 2022's turbulent investing landscape and discuss the outlook and opportunities for 2023.

Tax and IRA expert Ed Slott shares tips for earning a tax break on charitable contributions.

Key Takeaways from the 2023 Vanguard Economic and Market Outlook.

This report reflects welcome progress on both core goods and services ex-housing.

When do beneficiaries of a will get notified of their inclusion? Learn the details surrounding last will and testaments and beneficiary notification here.

While the 2023 outlook is still uncertain, “less bad” news helps to reduce uncertainty when a lot of negativity has already been priced into multiples and currencies.

Every year—but even more so in tough times—our country’s nonprofit sector plays a crucial role in ameliorating economic hardship. Now more than ever, it is time for those of us who can to step up and support them.

My fear is that faster and easier ways of investing will allow people to lose more money faster and easier.

Vanguard December Market perspectives offers global economic and security returns forecasts.

Liquidity has been evaporating from the Treasury market. Vanguard's active fixed income funds are managing for stability.

A minor IRA can be a valuable tool for teaching a variety of financial lessons, from deciding how much to save, to managing taxes and investing.

See how one family learned to be more open when talking about money with their children.

Politics will always be a source of uncertainty for markets, but it’s policy, not politics, that is more influential for the economy and markets in the long run.

New Capital assists our clients with rollovers on a regular basis. Let us know if we can help you.

U.S. stocks surged and Treasury yields fell sharply after the core October CPI rose a lower-than-expected 0.3%. We think this is finally an encouraging development on inflation but doesn’t yet change the overall picture.

Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports.

Markets offer the best potential long-term returns in more than a decade.

While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan.

Powell suggested that a smaller pace of rate hikes may come as soon as the next meeting, but emphasized that the more important question is how high rates need to go, and for how long.

Inflation is typically hard on retirement savers. As inflation cumulates year over year, an account balance will be losing purchasing power even if it’s still growing.