The New Capital Journal
Financial news, views, advice, and guidance.
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A 150-Year View of U.S. National Debt
In light of the economic headwinds triggered by the COVID-19 pandemic, how is national debt expected to grow from now through 2050?
How To (NOT) Leave Behind A Smaller Legacy and Pay More Taxes
For high net worth individuals, the surest way to leave behind a smaller legacy is to ignore gift and estate tax planning.
Charitable Remainder Trusts: Charitable Giving While Generating Income
A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities.
Federal Student Loan Interest Rates Set to Increase for 2021-2022
After two years of decreases, interest rates on federal student loans are set to increase almost a full percentage point for the 2021-2022 school year.
Making Medical Decisions during Incapacity
Creating a plan for your healthcare can give you the peace of mind that, even in the worst of situations, your loved ones will know what you wanted to occur clearly and be able to go forward in following your wishes.
50 Years of Global Steel Production
From the bronze age to the iron age, metals have defined eras of human history. If our current era had to be defined similarly, it would undoubtedly be known as the steel age.
What’s the Federal Reserve’s Outlook for Monetary Policy?
We continue to expect yields will grind higher through the end of the year and strong economic growth accompanied by still relatively accommodative monetary policy will provide support to equity markets.
As Policy Tightens, Expect Only Modest Yield Rises
We find that central bank policy rates and interest rates more broadly are likely to rise, but only modestly, in the next several years.
Retaining Assets While Being Medicaid Eligible
You can save some assets for a spouse and qualify for Medicaid using strategies from an Elder Law or Medicaid Planning Attorney.
The Biggest Companies in the World in 2021
Visualize the world’s biggest businesses by market capitalization, as well as the countries and sectors they are from.
How Are Workers Preparing for Retirement?
The majority of workers, young and old, are at least somewhat confident in their retirement preparations.
Inflation: An Exchange Between Eugene Fama and David Booth
Dimensional Founder David Booth talked with Nobel laureate Eugene Fama about inflation and how investors should think about it in their portfolios.
Should I Refinance Now?
Due to a variety of market-based factors, interest rates remain near historically low levels, providing a refi-friendly environment for those who’ve yet to get in on the act.
Clearing Up QCD Confusion
As this strategy becomes more commonplace, so do questions about how to execute it.
Is It Better To Give Or Let Kids Inherit?
Not every family can afford to give their children an advance on their inheritance, but for those who can, there are some things to consider.
Visualizing the Snowball of Government Debt
As countries around the world relax their COVID-19 restrictions, signaling a return to normalcy for the global economy, government debt is likely to remain a controversial issue.
Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
Some supply constraints may ease in the coming months, but other problems could take longer to resolve.
Why Bother With International Investing Now?
If you’re overweight U.S. stocks, you’re not exactly putting all of your eggs in one basket, but you’re definitely loading one up dangerously close to the brim.
Donors Bet On Multifaceted Solutions to the World’s Great Challenges
Globalization, interconnectedness and ready access to information already have impacted the ways in which donors think about the world’s greatest challenges and how to address them.