Rising interest rates should not affect the return on a bond you hold to maturity, but may affect the price of a bond you want to sell on the secondary market before it reaches maturity.

While tax scams are especially prevalent during tax season, they can take place anytime during the year.

French develops a flexible and comprehensive framework for portfolio design using the global average of all investors and the global portfolio of all stocks, bonds, and other financial assets as reference points.

Making a last-minute contribution to an IRA may help you reduce your 2021 tax bill.

We run down the taxes, penalties, and other risks of using retirement assets for a home purchase.

The federal income tax filing deadline for individuals is generally Monday, April 18, 2022. If you're not able to file your federal income tax return by the April due date, you can file for an extension by the April due date.

Against the backdrop of inflation, the monetary policy response of the US Federal Reserve has become the center of attention for many US and global fixed-income investors.

From contributions to conversions to distributions, don't fall into these traps.

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.