The IRS announced that the starting date for when it would accept and process 2021 tax-year returns was Monday, January 24, 2022. The IRS encourages taxpayers seeking a tax refund to file their tax return as soon as possible.

Please join us in welcoming Casey Moss to New Capital Management. Casey will be assuming the Administrative Coordinator position.

Over time, the inevitable market valleys have given way to higher peaks. It's why we continue to invest for long-term goals, such as retirement. And it should be our goals that govern our approach to investing.

In November, Congress passed the Infrastructure Investment and Jobs Act that reauthorized existing programs and provided more than $550 billion in new funding to help upgrade aging U.S. transportation, water, power generation, and communication systems.

Estate planning attorneys are often asked if a particular asset will be included in an estate. When you die, your estate is defined in different ways for different planning purposes.

If you have not already done so, schedule your NCM360 access session to log in to the system and see where you can view and/or download your reports.

It was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go, as well as the enduring benefits of diversification and flexibility.

This holiday calls on us to remember and honor the achievements of Dr. Martin Luther King, Jr.

Here's what faster-than-expected Fed rate hikes may mean for investors.

The Fed's current plan is aimed at slowing inflation by returning to a more neutral monetary policy.

The longer the legislative process drags out, the less clear the outcome.

Schedule your 15-minute access session to get your access instructions and a quick tutorial on the NCM360 system.

From addressing the challenges of inflation and all-time market highs to ESG investing and GameStop, here is a look at some of the best original pieces published by Dimensional this year around some of the industry’s hottest topics.

Climate change will affect insurance rates, the areas where we choose to live and even how we build and renovate our homes.

You cannot be forced to accept an inheritance you don’t want, however, what happens to the inheritance after you reject, or “disclaim” it depends on a number of things.

The Fed's current plan is aimed at slowing inflation by returning to a more neutral monetary policy.

Time is running out! The following topics were discussed on our Year-End Planning webinar last week. If any of these are of interest, please let us know as soon as possible.

Watch a recording of our webinar: Year End Market Review & Planning presented by Leonard Golub, CFA, and Jaycee Smalley, CFP®

The premium for inflation insurance may exceed the risk of inflation itself.

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2022.