Joint property can have unintended consequences to your estate, so it is important to understand the different types.

Why you may want to write an Ethical Will when estate planning and what it may include.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers.

Prices change based on what’s happening right now and what people think will happen in the future.

The golden ratio can help you find the right balance between spending and saving.

Vanguard currently believes a recession will likely arrive this year, and municipal bond investors should expect that headlines about the potential for downgrades and defaults will soon follow.

This Martin Luther King Jr. Day, consider what tools you can use to create change.

Watch a recording of our webinar: Year End Market Review presented by Leonard Golub, CFA.

The DFA 2022 Annual and Q4 Market Reviews feature world capital market performance and a timeline of events for the past year and the past quarter. 

After a stormy 2022, the forecast looks bright for fixed income.

Yield curve inversions do not cause a recession; rather they indicate a shift in investor sentiment that may reflect underlying economic weakness.

China’s resumption of normal manufacturing activity should continue to support supply chain normalization, maintaining global inflation on its cooling trend.

A beneficiary’s options depend on the IRA owner’s age at death and the beneficiary’s category.

New Capital’s portfolios performed well with their defensive characteristics, notably their tilts toward value stocks and shorter term bonds, including inflation protected bonds.

SECURE 2.0 will usher in many changes for retirement plans and IRAs over the next several years. This article highlights a sampling of the many changes.

Markets may continue to face choppiness in 2023 as investors navigate potentially declining earnings and rates that stay high for longer than expected.

Tenancy in common and joint tenancy are both ways of sharing ownership of property. But how do they differ?

Time is running out! There are a number of year-end financial planning opportunities with a December 30th deadline that we would like to remind you of.

What has stayed constant throughout my life is the power of people to make progress in the face of challenges.

Carve out some time to discuss financial planning.