Discover a simplified approach to funding a trust, including how to transfer assets and what to consider for different property types.

Circumventing the Roth IRA MAGI limit is a multistep process that should be started now.

A major data breach at National Public Data has exposed personal information of millions, prompting individuals to freeze credit, set fraud alerts, and monitor accounts to guard against identity theft.

All told, while the U.S. dollar might soften modestly from here, it will soften unevenly against major global currencies.

Technology stocks led the market for much of this year, with AI euphoria in full effect. Recent cracks in the momentum have caused some investors to question whether the enthusiasm has been exhausted.

The IRS created a pretty major rule change about how assets are treated in Irrevocable Trusts for tax purposes.

How to protect your loved ones from unnecessary hardship.

Adding solar power to your home can save big money long term. Here's how to do the math.

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.