Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.

As a general rule, estate planning documents should be kept together in a fire and waterproof container in a location known to and accessible by fiduciaries, and copies of some documents should be given to the fiduciaries in advance.

How a temporary freeze by a lending platform called Celsius left bitcoin investors out in the cold.

The potentially smoother journey that diversification offers may be less entertaining on the way up, but it generally makes for a better experience than leaving investment goals to chance.

View the results from our 2022 Client Satisfaction Survey.

Looking ahead, we recognize that recession risk has risen. That said, it seems premature to make a call that we are already in recession today.

Inflation has hit record highs and shows no sign of abating, which lowers both spending and savings rates. If wages or investment returns can’t meet or exceed inflation levels, personal savings rates will decline which could cause people to delay retirement.

Social Security isn't in danger of going broke — it's financed primarily through payroll taxes — but its financial health is declining, and benefits may eventually be reduced unless Congress acts.

Global growth and inflation concerns are keeping investors up at night.

During times of extreme market volatility and economic distress, maintaining your long-term perspective can be challenging.

Assets can be distributed at death in several ways, such as with a beneficiary designation, through a jointly held account, by probate, or a trust. Each method of transfer has advantages as well as important considerations.

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses. View Guideline’s “What You Need To Know About a 401(k)”

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

Interest rates on federal student loans are set to increase for the 2022-2023 school year by more than 1%, the second straight year of increases.

Company earnings remain solid, but earnings multiples have contracted substantially in 2022.

For the past several years, tech stock gains drove the market to new heights, but when their share values began to plunge, they dragged the broader stock indexes down with them.

It seems some investors have resigned themselves to a new normal of high inflation. However, financial market data tells a different story.

As bank reserves decline to levels that may restrict bank activity, markets will likely signal the Fed may need to change course.

Thank you to all of you who were able to join us on the first Money Mindfulness Meditation: Elements.