The FAFSA is a prerequisite for federal student loans, grants, and work-study, and may be required by colleges before they distribute their own institutional aid to students.

The short-term outlook for equities remains challenging while high-quality intermediate to long duration core bonds may be the most attractive sectors within fixed income.

The bedrock component of Dimensional’s investment approach is broad diversification, which we think is a great risk control in environments like this.

Thank you to all of you who were able to join us for this session of Money Mindfulness Meditation: Difficulty.

A mix of stabilizing interest rate differentials between the U.S. and developed markets, combined with more confidence around global growth, is needed.

We now have two of the three ingredients for stagflation—high inflation and low or no economic growth—but we are missing the third, high unemployment.

Although tech and other growth stocks may suffer through more September volatility, the longer-term outlook is more encouraging. The economy is softening, not collapsing, valuations are more interesting and real rates have already adjusted.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses. View Guideline’s “Evolution of the 401(k)”

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.