All things considered; we stick to our base case for three rate reductions this year beginning in June.

New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.

For Europe and Japan, the return of inflation and positive interest rates is a game changer: earnings have improved as a result of higher end-consumer prices.

New Capital recently adopted Virtru for email encryption.

The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.

Estate planning strategies change along with shifting family dynamics.

Leonard reviews 2023 markets and performance, looks ahead to 2024 including current valuations, and discusses a variety of other items and issues including New Capital's available responses to election year 2024.

New Capital is pleased to announce that Jaycee Smalley and Fernando Morquecho were married on January 6, 2023.

With geopolitical tensions on the boil, major moves and milestones in markets and a slew of upbeat economic data, January has been a wild ride.

Here’s how to determine what you owe this tax season.

When it comes to parenting, charitable giving can act as a catalyst for instilling kindness, empathy, and the value of philanthropy in the next generation.

Maintaining a disciplined approach to investing is critical to achieving one’s long-term investment goals. We have compiled five key principles for investing in an election year.

I believe that the key to successful investing is to cultivate a long-term perspective, where you think in decades, not days.

A return to sound money. It’s a theme we at Vanguard have been communicating for more than a year, and in 2024 we believe that the greater investing world will come around to its implications.

Global diversification can increase the reliability of outperformance for strategies pursuing higher than market returns.

Retirement savings limits are once again on the rise in 2024.

While some provisions were effective in 2023, many important changes did not take effect until 2024.

Federal tax credits may be available to help offset your cost to purchase certain clean vehicles.

For married couples, a Joint Revocable Trust might be able to offer a sense of confidence that begins the day you both sign.

Time is running out! There are several year-end financial planning opportunities with a December 31st deadline that we would like to remind you of.