With Pontera’s secure account management platform, New Capital can manage your employment retirement accounts right along with your other advisor-managed accounts.

A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year, three-year, and fve-year periods following steep declines.

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

Soaring inflation. Rising rates. Market volatility. What are strategies for responding not only to the rocky, recent past quarter, but also to the prospect of a rising-rates environment over the next cycle?

In this environment, prospective homebuyers, renters who must renew a lease, or anyone looking for a new place to live could find themselves between a rock and a hard place.

Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance. While these challenges certainly warrant our attention and deep concern, they don’t have to be a reason to panic about markets when you’re focused on long-term investing.

New Capital works with Strata Trust to provide our clients with self-directed IRA custody.

In addition to raising its key interest rate target by half a percentage point on May 4, the Fed has said it will start to shrink its balance sheet, another step in post-pandemic policy normalization.

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.