Watch a recording of our webinar: Top Investment Myths Busted, presented by Apollo Lupescu of Dimensional Fund Advisors

GivingTuesday is a global generosity movement that inspires hundreds of millions of people to give, collaborate and celebrate the power of giving.

Every year there may be activity from within mutual funds that result in a distribution of capital gains to shareholders. Our Investment Partners have provided calculators that can provide early estimates of these distributions.

Tax laws are in flux, but investors can take these steps now.

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

A deep dive into what ETFs are and how they’re constructed & traded, across the many types of ETFs that exist today.

The active-share score excels at description; it neatly distinguishes between funds that hug their benchmarks and those that do not. Beyond that, one should not ask.

When you’re building portfolios and evaluating performance, it’s easy to think in terms of pre-tax returns. But in reality, it’s the after-tax returns that matter for taxable investors.

The popularity of cryptocurrency is on the rise, particularly among the philanthropic Millennial generation—and the trend could make serious waves in the charitable sector.

The last two years have made it clear that this old rivalry—Suburbs vs. Cities—is still very much a thing, especially when it comes to housing.

Potential Tax Law Changes Under the Biden Administration with Kevin Horner of Galligan & Manning and Jason Sharp of Briggs & Veselka. What’s New at New Capital with Leonard Golub, Catherine Bahr & Jaycee Smalley.

When making year-end charitable donations, to be eligible for a tax deduction, Fidelity Charitable recommends initiating your donation early.

Vanguard October Market Perspectives offers global economic and security returns forecasts.

With accommodative monetary and fiscal policies expected to remain in place for some time, could inflation at rates we've seen in 2021 persist in 2022 and beyond?

Given the stakes, it is unlikely that Congress will allow the government to default, but the road to raising the debt ceiling is unclear.

One of your insurance options could be a better fit for your family and might even help reduce your overall health-care costs.

Please join us on Friday, October 29th. Register now!

While higher inflation and a recent slowdown in economic growth have stoked stagflation fears amongst investors, we continue to expect inflation to tame in the coming months.

Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down.

Among the many provisions in the multi-trillion-dollar legislative package being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income.