Are long-term investors losing out?

New Capital offers Guideline’s 401(k) plans to clients for their businesses. If you are interested in exploring a new 401(k) plan for your business or in changing your current 401(k) plan provider, please let us know.

Find out everything you need to know about probate records and what information goes under public record in this guide.

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling.

The move by Fitch Ratings to strip the U.S. government of its top-notch AAA credit rating again underscores the long-term challenges we see for the U.S. fiscal outlook.

EWills are on the rise, making estate planning more accessible and convenient than ever. Learn about the current landscape of eWill legislation and what lies ahead.

How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.

With the passing of the SECURE Act (both 1.0 and 2.0), the use of a See-Through Trust became popular. Learn how this estate planning tool can help you pass your retirement assets to your loved ones, and when it makes sense to use one.

Over the past 20 year, 92% of Dimensional’s small cap funds outperformed their benchmarks vs. only 30% industry-wide.

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

The market-friendly number is still above the Fed’s target, and a July interest-rate hike looks likely.

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

Bringing up the conversation of Wills to your parents can be challenging, but it is important to bring up these topics sooner rather than later so that you have the opportunity to understand your loved one’s final wishes.

By establishing a living will, you can have peace of mind knowing that your loved ones will know exactly what to do if the unimaginable happens.

The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate.

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.

Get updates on our 2023 outlook for growth, inflation, and central bank policies, plus 10-year asset class return forecasts.

Reflecting on the man who built investing’s foundation: Modern Portfolio Theory.

Our global survey of economic conditions features a look at divergent expectations for the key U.S. interest rate.

Deciding who should be your beneficiary may be a no-brainer for some people. But for others, it might be a bit more difficult.