We are changing the Journal to a monthly publication, enhancing the quality of each individual issue.

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

The IRS has announced guidance for the home energy audit tax credit.

Learn how to set up an estate plan workaround to ensure your children can successfully obtain their inheritance.

These strategies can help you make the most of this challenging housing market.

These stocks have led the latest gains for the value side of the market.

Investors should evaluate fully representative data rather than falling for the “shiny object” of recent performance.

It is important to discuss the future and ensure your loved one is well cared for.

2023 has seen more office conversion activity – while sometimes this can be easier said than done, it does suggest that there is an evolving opportunity in the office space for investors who can deploy additional capital.

The large investment that we will make in Abby’s college education will not just accrue benefits to Abby and her family, but to society and to the world.

Good investing, like good health, requires long-term discipline and commitment.

Here are 8 questions to consider before you sign up.

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad.

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

From contributions to conversions to distributions, don’t fall into these traps.

Here are some common mistakes that even experienced investors make and how to avoid them.

A letter of instruction can help you pass your legacy to your loved ones.

Markets are forward-looking and the concerns that played into Fitch’s decision are not new information to most investors.

Are long-term investors losing out?

New Capital offers Guideline’s 401(k) plans to clients for their businesses. If you are interested in exploring a new 401(k) plan for your business or in changing your current 401(k) plan provider, please let us know.