The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Portfolio & Market Review: January 2019
In the US, the market shrugged off the longest government shutdown in history as stocks returned 8.0%.
Visualizing Corruption Around the World
Which parts of the world are perceived to be most corrupt – and further, how does this data differ between regions, and how has it trended over time?
What Are the Costs of the Government Shutdown?
The longest government shutdown in U.S. history ended after 35 days on January 25, 2019. A temporary appropriations bill extended funding for shuttered federal agencies to February 15, 2019, while a bipartisan committee negotiates a new spending bill for the Department of Homeland Security.
VIDEO: Box leverages RingCentral to enhance communication and collaboration for their workforce
RingCentral empowers today’s mobile and distributed workforces to be connected anywhere and on any device. With an open platform that integrates with today’s leading business apps, RingCentral gives customers the flexibility to customize their own workflows.
Slaying 401(k) Fees at Scale
Announcing two important steps towards our goal of offering the most employee-focused 401(k) platform for small business.
2019 Investment Planning Key Numbers
Maximum tax on long-term capital gains and qualified dividends
Unearned income Medicare contribution tax ("net investment income tax")
Is Hiring an Advisor "Worth It"?
"Can advisors add enough value to justify their fees?" That was the provocative question posed by a reader recently in an email.
Education Center with Blackrock
The first step towards investing is learning the basics. Explore the different types of investment funds and asset classes and get started with planning for retirement or another life goal.
VIDEO: Getting started with Fidelity BillPay
There’s a better way to pay your bills anytime, anywhere with Fidelity BillPay®. Learn more about how this online service can streamline and take the guesswork out of many of your financial tasks with just a few clicks.
Risk-taking across generations
Millennials who started investing after the global financial crisis are more than twice as likely to hold zero-equity portfolios as those who started investing before.
Notary Services Now Available
Jaycee Smalley has received her Notary Public Certification. Notary services are free of charge for New Capital clients.
Visualizing 200 Years of U.S. Stock Market Sectors
How sectors have changed in relative importance over the years.
Bear Market Survival Guide - Webinar Recording
Watch a recording of our webinar: Bear Market Survival Guide
Why Should You Diversify?
With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
The Top Global Risks in 2019
The annual presentation puts the world’s most pressing issues into focus, giving a sense of what is top-of-mind for global decision-makers.
Webinar Presentation Materials
Download presentation materials from the New Capital webinar: Bear Market Survival Guide
Transaction Fees for DFA Funds Reduced at Fidelity
Fidelity reduced the transaction fee for Dimensional Fund Advisors mutual funds.
Webinar: Bear Market Survival Guide - Thursday, January 17th
Are there techniques for dealing with volatile and down-trending markets? The answer is “Yes!”
2018 Tax Reports
We have provided a Tax Related Report that may be useful to you and/or your CPA in beginning your tax preparations.