The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by states, with funds provided by the U.S. Department of Energy (DOE).

As of May 28, 2024, settlement cycles on U.S. stocks and other securities has shifted from two business days to one. It may be helpful to understand the basics of this important change.

View the results from our 2024 Client Satisfaction Survey.

Leonard reviews Q1 markets and New Capital’s portfolio performance and covers topics such as inflation, the Federal Reserve's independence, bond yields, stock market volatility, valuations, and the impact of AI on technology.

It would likely take an extraordinary change in the data to bring a June cut back on the table, but the Fed’s path thereafter is still to be determined, and remains reliant on how inflation progresses from here.

Certain 529 plan distributions that are directly rolled over to the plan beneficiary’s Roth IRA will not be subject to the additional tax.

How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.

Depending on the type of funeral service you are having, the cost can vary significantly.

It is my pleasure to announce that New Capital has appointed Jaycee Smalley as its Vice President.

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

If an account is not in the name of the living trust or if the trust is not named as beneficiary on death, probate will be necessary for the beneficiaries to access the account.

What I love is witnessing an arena full of athletes trying their absolute hardest, working together to achieve a common goal.

Here’s how changes to tax rules could affect you this year.

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.