There is a current legal trend to avoid using legal terms and to make the language of law accessible for clients. However, there are some terms that are unavoidable, and it helps to be familiar with them when considering your estate planning.

Any disruption of Russian oil exports would have a significant effect on global supplies and drive prices higher.

Young Russians, just like young Ukrainians, and young Americans, hunger for a world that is more just and more peaceful. May we all work to bring it about as soon as possible.

Volatility may stay elevated for a bit longer, as investors look for confirmation that the new equilibrium between Russia and the West does not involve a disruption to commodity supply.

The United States and European allies have agreed to remove selected Russian banks from the SWIFT global banking network.

When we examine major geopolitical events over the past 60 years, we found that while equity markets often reacted negatively to the initial news, geopolitical sell-offs were typically short-lived and returns over the following 6- and 12-month periods were largely in line with long-term average returns.

Watch a recording of our webinar: Ukraine, Russia & Markets presented by Leonard Golub, CFA.

Investors should stay calm despite the conflict between Russia and Ukraine.

Charity Navigator presents this list of highly-rated nonprofits engaged in relief and recovery efforts in Ukraine and the surrounding region.

The same trust that we carefully hold with regard to your invested wealth, we also hold with regard to your wealth of information.

One-third of New Capital clients have Fidelity Charitable Donor Advised Funds, representing over $1.4 million dollars. In 2021, New Capital clients contributed over $225k into their DAF accounts and recommended over $380k in charitable donations.

Trusts are versatile, you can accomplish incapacity planning, probate avoidance, tax planning, asset protection and more with trusts. However, sometimes people make mistakes with living trusts, and it doesn’t create all of the benefits intended.

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.