Those who decide to establish a trust will need to consider the pros and cons of revocable versus irrevocable trusts.

Some company earnings could falter. Here's what to expect.

Quarterly Reports are now available on NCM360. Schedule your 15-minute access session to get instructions and a quick tutorial.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

How one emotion can change how you see the world.

The strong dollar poses a threat to earnings that hasn't yet been fully appreciated.

Our thoughts continue to be with the Gulf Coast as many experience the impact of Hurricane Ian, a Category 4 storm that recently made landfall.

When it comes to estate planning, equal isn’t the same as fair.

As always, thank you for your ongoing confidence and trust. It is during bear markets that these two things - confidence and trust - stand out as vital assets.

The 2022 bond market so far has been the worst in history. Do active portfolio managers see hope for fixed income investors anytime soon?

During the September Federal Open Market Committee (FOMC) press conference, Chairman Jerome Powell noted that the Committee would like to see positive real rates across the entire yield curve as one indication that they have reached an appropriate policy stance.

Connecting life principles to investment principles is a powerful way to ground abstract principles in reality, and to connect over universal experiences and feelings.

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)”