The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Is the Stock Market Divorced From Reality?
How can stock prices flirt with new highs while the news is so discouraging?
Visualizing the Hierarchy of Financial Needs
Building a solid foundation centers on moving through each stage of the ladder.
Temporary Payroll Tax Deferral: What You Need to Know
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 2020.
Market Week: September 14, 2020
Stocks continued to slide last Tuesday as falling tech shares pulled the Nasdaq down 4.1%.
Envisioning a Post-Pandemic Future
Although some implications of the post-pandemic world are evident, others, for now, are more opaque.
The Rise of the Values-Driven Investor
New Capital was one of the first and few financial advisors to serve values-based investors in the state of Texas.
When to Update your Estate Plan?
Major life events often indicate a need to change your plan.
Foreign Stocks' Lost Decade
The question isn't "will foreign stocks come back?" It's a matter of when.
Market Week: September 8, 2020
Stocks sagged last Monday, but not enough to dampen a banner month of returns in August.
Avoiding a Long-Term Financial Crisis After COVID-19
Research analysts suspect that we've safely averted much of what would result in a long-term financial crisis during the COVID-19 economic downturn.
The Bull Is Back... Will It Keep Charging?
The market is not the economy, but the economy certainly affects the market.
The Decline of Upward Mobility
Each consecutive generation is finding it harder to earn higher incomes than their parents.
Market Week: August 31, 2020
Last week began with a bang. The Dow climbed 1.4% to reach 28,300 for the first time since February.
Mortgage Rates
Mortgage rates are at record lows, and clients may wish to explore re-financing if they have not already.
Where do we stand in the economic recovery?
This week, initial claims for unemployment insurance fell below one million for the first time since March, and retail sales eclipsed the pre-pandemic levels seen earlier this year.
The State of Women’s Economic Rights Worldwide
While there has been progress over time, women still have fewer employment and entrepreneurship opportunities than men.
Estate Planning with a Business
Estate planning with a business especially focuses on managing ownership assets, which requires more sophisticated planning.
Market Week: August 24, 2020
Tech stocks rallied last Monday, and the S&P 500 once again spent some of the day above its record high, only to tail off by the end of trading.
Sustainable Investing Resources
72% of the U.S. population is interested in sustainable investing, yet many investors still find the space confusing.