Studies suggest that a majority of adults do not have an estate plan of any kind, even a will. What happens when those people die?

Please join us for our first Zoom-based session of New Capital’s new client program, Money Mindfulness Meditation (MMM).

From nearby Copenhagen, the Danish economist deconstructs Europe’s worst conflict since World War II and the implications for economies and markets now and in the future.

Many investors end up holding large concentrated positions in single stocks, whether as the result of employee compensation or a handsomely rewarded stock selection. This can lead to one of the most well-known cautionary tales in finance: tragic declines in wealth from losses in single securities.

There are a few big reasons why the market may now be ready to find its footing.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

As asset prices fall, all things equal, implied future returns rise.

Cryptocurrency has a low correlation with traditional asset classes, but correlations often spike during down markets.

Many people have life insurance, and they have it for a multitude of reasons. Proceeds can help cover funeral costs, liquidity in an estate, paying off taxes and more.

The world seems to be in a constant state of “unprecedented,” and the philanthropic sector is no different. Three key themes surface in this year’s Giving Report.

The next few months will be a key period to reveal the future direction of inflation and monetary policy.

Some investors may worry that rising interest rates will decrease equity valuations and therefore lead to relatively poor equity market performance. However, historically, equity returns in the US have been positive on average following hikes in the fed funds rate.

We expect 0.50% increases at the June and July meeting, and for further 0.25% increases thereafter, suggesting a year end Fed funds target range of 2.50-2.75%.

Three factors will determine whether central banks can navigate a soft landing of continued growth with prices rising at acceptable levels, or whether they miss an uncomfortably short runway.

With the conflict in Ukraine, we may still see more volatility and fear impact markets, but in terms of investor portfolios, the message is perhaps bland, but comfortingly so. Stay the course with a diversified portfolio and keep a long-term perspective, however difficult that may be.

We often talk about different estate planning vehicles and about what types of provisions and powers should be including in your estate plan. Let’s talk about what you shouldn’t put in your will, or at least, not without a lot of thought and care.

The RMD 10-year rule substantially reduces the ability of most nonspouse beneficiaries to stretch distributions from an inherited defined contribution plan or IRA after the death of the original owner.

New Capital has partnered with Medicare BackOffice to help clients navigate Medicare.

The proposed rule would help public companies come to terms with their climate-related risks and focus their attention on how they are going to manage them.