The New Capital Journal
Financial news, views, advice, and guidance.
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Market Week: December 23, 2019
Stocks continued to surge last week, reaching new record highs ahead of the Christmas holiday. The S&P 500 recorded its largest weekly percentage gain in several months.
The 20 Best-Performing Stocks of the Decade
Hindsight is 20/20. It can be incredibly difficult to pick the “next big stock” in the moment, but looking back gives us clarity on where we could have reaped the highest rewards.
Market Week: December 16, 2019
Positive developments finally arrived in the ongoing trade war between the United States and China.
The Dramatic Rise and Fall of Cannabis Company Stocks
In a few short years, the cannabis industry has experienced a rollercoaster of stock prices.
The Ag Economy: Tough Times for Farmers in 2019
Net farm income is forecast to grow almost 4.8% to $88 billion in 2019, but this broad measure of profits includes financial support from the federal government.
Market Week: December 9, 2019
Market performance was uneven last week, culminating in some of the benchmark indexes closing in the black while a few lost value by week's end.
What Does High Asset Growth Say About a Company's Expected Return?
Our vital investment partner, Dimensional Fund Advisors, possesses an unparalleled track record in investment research. Here are their latest findings.
What Will You Pay for Medicare in 2020?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2020 if you're enrolled in Original Medicare Part A and Part B.
Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.
Market Month: November 2019
Stocks grew for the third straight month as each of the benchmark indexes listed here posted solid returns in November.
Market Week: November 25, 2019
The market's run of weekly gains ended last week as each of the benchmark indexes listed here lost value.
Fidelity to begin offering Health Savings Accounts (HSA)
HSA’s are a great way for individuals to pay for qualified medical expenses in a tax-advantaged way and are designed to work together with high-deductible health plans (HDHP)
College Cost Data for 2019-2020 School Year
Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends.
Fidelity Charitable 2019 Giving Report
The 2019 Fidelity Charitable Giving Report is a snapshot of more than 200,000 generous donors.
IRA and Retirement Plan Limits for 2020
You can contribute to both a traditional IRA and a Roth IRA in 2020, but your total contributions can't exceed specified annual limits.
Market Week: November 11, 2019
The Dow hit a new record high last week, and each of the benchmark indexes listed here posted solid gains as investors received encouraging news on the trade front.
From Coast to Coast: How U.S. Muni Bonds Help Build the Nation
For over 200 years, municipal bonds have provided critical financing to build hospitals, schools, highways, airports, and more. Learn more.
Preliminary capital gains estimates
Mutual funds and ETFs typically distribute taxable capital gains to shareholders each December. Below is a list of Vanguard funds that were expected, as of October 31, 2019, to distribute taxable capital gains in December 2019.