In a world of inflation, investors sitting on cash need to step into the ring and fight. And simple math shows why stocks can be a basic fighting tool.

Has tax season become a frustrating paper chase? These tactics can buy you some relief.

You have made the decision to target the size, value, and profitability premiums in equities, which is great, but it is only a great starting point. There are many questions to consider when incorporating these premiums into real-world asset allocations.

COVID-19 may have kicked off a severe labor shortage, but longer-term demographic trends are partly to blame for this highly unusual job market.

Despite the various proposals to lower federal transfer tax exemptions and increase the tax rates, none of them were enacted in 2021. This means that the exemptions have increased for inflation in 2022, giving you another chance to locking in the advantageous rates and exemptions.

On Saturday, January 29, 2022, New Capital Management moved into Suite 275 at 3355 West Alabama, a 14-story office tower owned and managed by Granite Properties.

The worst of the market's decline may be over. Now we could be in a holding pattern.

Investors must recognize that 2022 will likely continue to be a bumpy ride. As a result, prudent sector and security selection through active management will be more critical than in recent memory.

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.