Every year there may be activity from within mutual funds that result in a distribution of capital gains to shareholders. Our Investment Partners have provided early estimates of these distributions.

Vanguard December Market perspectives offers global economic and security returns forecasts.

Liquidity has been evaporating from the Treasury market. Vanguard's active fixed income funds are managing for stability.

A minor IRA can be a valuable tool for teaching a variety of financial lessons, from deciding how much to save, to managing taxes and investing.

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

See how one family learned to be more open when talking about money with their children.

Politics will always be a source of uncertainty for markets, but it’s policy, not politics, that is more influential for the economy and markets in the long run.

New Capital assists our clients with rollovers on a regular basis. Let us know if we can help you.

U.S. stocks surged and Treasury yields fell sharply after the core October CPI rose a lower-than-expected 0.3%. We think this is finally an encouraging development on inflation but doesn’t yet change the overall picture.

Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports.

Markets offer the best potential long-term returns in more than a decade.

While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan.

If you don’t know who your beneficiaries are, then it’s time for a beneficiary designation check. Even if you think you remember, every now and then, they should be checked.

Powell suggested that a smaller pace of rate hikes may come as soon as the next meeting, but emphasized that the more important question is how high rates need to go, and for how long.

Inflation is typically hard on retirement savers. As inflation cumulates year over year, an account balance will be losing purchasing power even if it’s still growing.

Combatting fraud takes education and a plan for trusting the right people.

The more planning done in advance, the more likely your loved ones will know what to do. ?Here are 10 key tips for estate planning for you to consider.

Thank you to those who joined us in person and virtually for the us for the 2022 New Capital Annual Conference. We are pleased to share recordings of the presentations and slides.

With over 200,000 financial advisors in the United States, how do you pick one?

Vanguard November Market perspectives offers global economic and security returns forecasts.