We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken have a nice option to reduce their taxable income.

This is the very best discussion about the relative merits of owning or renting a home.

Performance in developed markets excluding the U.S. has been much less concentrated year-to-date: the top 10 companies in the index are up 13.7%, while the remaining stocks are up 6.7%.

Rather than seeking additional exposure to these mega-cap stocks, investors should ensure their portfolios are broadly diversified to capture the returns of whatever companies ascend to the top in the future

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

Thank you to those who attended the 2023 New Capital Annual Conference. We are pleased to share recordings of the presentations and slides.

Historical evidence suggests that interest rates have not been meaningful predictors of stock returns.

While higher yields may make cash appealing, higher cash balances may actually reduce your ability to achieve your long-term investment goals.

While a reacceleration in growth and/or inflation could prompt another rate hike either in December or early next year, short-term bumps in a downward trending economy likely keep the Fed on hold well into 2024.

If you are covered by Medicare, it's time to compare your current coverage with other available options.

Losing a loved one is challenging for a number of reasons, but it can be made even more difficult if you are responsible for navigating the many legal processes associated with probate court.

Stopping violence in the world around us requires first looking within.

We are changing the Journal to a monthly publication, enhancing the quality of each individual issue.

This report features world capital market performance and a timeline of events for the past quarter.

The IRS has announced guidance for the home energy audit tax credit.

Learn how to set up an estate plan workaround to ensure your children can successfully obtain their inheritance.

These strategies can help you make the most of this challenging housing market.

These stocks have led the latest gains for the value side of the market.

Investors should evaluate fully representative data rather than falling for the “shiny object” of recent performance.

It is important to discuss the future and ensure your loved one is well cared for.