Learn how to set up an estate plan workaround to ensure your children can successfully obtain their inheritance.

These strategies can help you make the most of this challenging housing market.

These stocks have led the latest gains for the value side of the market.

Investors should evaluate fully representative data rather than falling for the “shiny object” of recent performance.

Good investing, like good health, requires long-term discipline and commitment.

Here are 8 questions to consider before you sign up.

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad.

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

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

Here are some common mistakes that even experienced investors make and how to avoid them.

Markets are forward-looking and the concerns that played into Fitch’s decision are not new information to most investors.

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.