New IRS guidelines provide greater flexibility for surviving spouses in inheriting retirement accounts.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

5 takeaways for investors navigating the markets right now.

Buyers will determine the commission for their own agents, but the money may or may not come out of their own pockets.

One overlooked but essential aspect of estate planning is a strategy to manage and maintain an estate’s assets if the owner loses cognitive functioning and cannot make sound decisions.

What to know about the impact on investors who own Roth accounts, IRAs, and employer plans.

Many parents hope positive values like kindness, generosity, and empathy are instilled in their child through giving back and volunteering.

While manufacturing activity in the U.S. has largely been in structural decline since the late 1970’s, the makings of a manufacturing renaissance may be starting to emerge.

The city of Houston was struck early in the morning of Monday, July 8 by Hurricane Beryl.

The market rally that began in the second half of 2023 carried over to the first half of 2024, even as inflation fell slightly and the Fed kept rates steady.

This Money Mindfulness Meditation session focused on exploring the concept of Change, recognizing that nothing is static; everything changes every second, including our bodies, minds, age, spirit, relationships, and even our money.

Deysi joined New Capital in June for a summer internship and over the last month she has been introduced to a wide range of services including administration, communications, financial planning, and investment management.

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).