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 path for further gains in risk assets looks to have narrowed after a long run higher, but BlackRock reaffirms its tactical pro-risk stance.

Student of the Market - July 2021, from BlackRock

For high net worth individuals, the surest way to leave behind a smaller legacy is to ignore gift and estate tax planning.

If you’re overweight U.S. stocks, you’re not exactly putting all of your eggs in one basket, but you’re definitely loading one up dangerously close to the brim.

We believe on average, that across sectors, industries, and regions, the world will continue to grow, innovate, and change.

In the past few years, no head of a major U.S. financial institution has been more outspoken about the need for sustainable reform of corporate financial practices than Laurence Fink of BlackRock, one of New Capital's major business partners. Here in 2021, Fink's newest letter is well worth reading to understand the direction that capital and the world is heading.

Student of the Market - December 2020, from BlackRock

Deciding when to collect Social Security (SS) retirement benefits can be difficult. Enclosed are the top questions and answers to help you make your decision.

72% of the U.S. population is interested in sustainable investing, yet many investors still find the space confusing.

The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability.

A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good.

Climate change has become a defining factor in companies’ long-term prospects. Awareness is rapidly changing, and I believe we are on the edge of a fundamental reshaping of finance.

New Capital works closely with BlackRock iShares including its new Megatrend investment funds.

Before making any investment decisions, it’s wise to seek guidance from a financial advisor, who can help you carefully assess your long-term goals.

One of the most important tools for investors to build a diversified portfolio is the ability to identify attractive investment opportunities across the world. As the global economy recovers, each region, country and sector is being shaped by their unique drivers at a slightly different pace.

Investing can be a great way to help grow your money. Because interest rates are still at historic lows, money parked in a savings account probably won’t grow much over time. But if you invest your money, there’s a chance that you’ll get a greater return on your investment and see your capital grow. And that means you’ll have more economic power in the future.

A mutual fund is a professionally managed portfolio of stocks, bonds and/or other income vehicles devoted to a specific investment strategy or asset class. When investors buy shares in the fund, the mutual fund company pools that money to make investments on their behalf. A share represents a portion of the fund's holdings.

When you start to plan for retirement, you must consider what your funding sources will be. Social Security and your company pension won’t be enough. In addition to considering 401(k)s, IRAs, and 403(b)s, here are four steps you can take to help you figure out how to plan for retirement…

The first step towards investing is learning the basics. Explore the different types of investment funds and asset classes and get started with planning for retirement or another life goal.