With election uncertainty it's important to plan for a variety of tax scenarios. Learn what you can do now to prepare in case rates rise in the next 2 years.

Inheriting a house can be a life-changing event with emotional and financial implications. Understanding your options and obligations is critical, whether you sell it, keep it, or rent it out.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

On Saturday, May 11, 2024, sixty-five client guests gathered to celebrate the 20th anniversary of New Capital Management, enjoy dinner and drinks, and listen to a talk given by New Capital President and Founder, Leonard M. Golub.

You can thrive in a world of uncertainty and create a life that is uniquely your own.

In the last 10 years, markets like Taiwan and India have kept up with the U.S., returning 12.3% and 10.1% respectively, compared to 12.0% for U.S. equities on an annualized basis.

More than 322,000 Fidelity Charitable donors made 2023 our most impactful year to date, granting a record-breaking $11.8 billion to charities around the world.

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.