Public pension funds from Florida and Texas, two states that have vocally criticized sustainable investing in recent months, have overwhelmingly voted for sustainable-investing practices in the past,

Plus, a trip to Bizarro ESG World.

Investors advocating for the superiority of growth firms, such as the FAANGs, are inadvertently making the case for their expected future cash flows to be discounted at a lower level.

The key to weathering market volatility is simple: keep your long-term perspective. For charitably minded individuals, that advice goes one step further: keep giving, but make sure you’re giving strategically.

Vanguard September market perspectives offers global economic and security returns forecasts.

But near-term recession risk remains moderate.

The Inflation Reduction Act advances key climate goals on the Administration’s agenda while reducing the deficit over the next decade.

Dividend payments could increase more than expected when this tax goes into effect next year.

As an estate planner, I like life insurance. It provides many benefits in estate planning that are worth considering.

The new plan extends the payment moratorium through the end of the year, offers partial debt cancellation, and includes proposed updates to the Public Service Loan Forgiveness program and a new income-based repayment plan.

On August 23, 2012 a momentous event occurred at New Capital Management: Anna Catherine Stiles started her first day at work here.

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

Clients now have the ability to upload documents to the NCM360 client information system.

In honor of Black Philanthropy Month, we want to celebrate and support the impactful efforts of Black philanthropists and Black-led nonprofit organizations in our region.

Gen Z is coming of age and entering the workforce. New Capital's NextGen program is designed to work with your younger generations. Let us know if we can helpfully engage with your family's Gen Z members.

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS.

Investors are often tempted to focus their attention on firms that appear poised to benefit from innovation. But it’s difficult to predict which ideas will prove successful, and even if we could, it’s unclear which firms will benefit and to what extent.

Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they’re both.

A Living Will and a Do Not Resuscitate Order, known as a DNR, are very different documents, however, many people confuse the two. They both address end of life issues but are used in different settings.

When it comes to investing, it’s crucial to remember the difference between news and opinion, and how they are sometimes used to forecast the future.