The New Capital Journal
Financial news, views, advice, and guidance.
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What is an Estate Asset?
Estate planning attorneys are often asked if a particular asset will be included in an estate. When you die, your estate is defined in different ways for different planning purposes.
Annual Reports Are Now Available
If you have not already done so, schedule your NCM360 access session to log in to the system and see where you can view and/or download your reports.
Market Review 2021: A Recovery Amid Challenges
It was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go, as well as the enduring benefits of diversification and flexibility.
Celebrating Martin Luther King Jr. Day
This holiday calls on us to remember and honor the achievements of Dr. Martin Luther King, Jr.
Visualizing the $94 Trillion World Economy
Just four countries—the U.S., China, Japan, and Germany—make up over half of the world’s economic output by gross domestic product (GDP) in nominal terms. In this visualization we look at GDP by country in 2021.
Markets Hit the Rate Reset Button
Here's what faster-than-expected Fed rate hikes may mean for investors.
Inflation: What's Next?
The Fed's current plan is aimed at slowing inflation by returning to a more neutral monetary policy.
Will 2022 Be the Year of Tax Change?
The longer the legislative process drags out, the less clear the outcome.
Year End Report Access on NCM360 - Schedule your Session
Schedule your 15-minute access session to get your access instructions and a quick tutorial on the NCM360 system.
Visualized: The Circular Economy 101
A circular economy is centered on the idea of resources being kept as long as possible within the economic system, where materials that have undergone an entire lifecycle are returned to the economic system as an input.
Dimensional’s Takes on the Biggest Topics of 2021
From addressing the challenges of inflation and all-time market highs to ESG investing and GameStop, here is a look at some of the best original pieces published by Dimensional this year around some of the industry’s hottest topics.
How Climate Change is Changing Homeownership
Climate change will affect insurance rates, the areas where we choose to live and even how we build and renovate our homes.
Can You Refuse an Inheritance?
You cannot be forced to accept an inheritance you don’t want, however, what happens to the inheritance after you reject, or “disclaim” it depends on a number of things.
The Fed Pivots to Fight Inflation
The Fed's current plan is aimed at slowing inflation by returning to a more neutral monetary policy.
Green Bonds: Lasting Solutions For Climate Change
Confronting climate change could cost up to $50 trillion in the next two decades. Green bonds are debt instruments that can bridge the financing gap by providing a fixed income to investors while making a positive environmental impact.
Year End Planning
Time is running out! The following topics were discussed on our Year-End Planning webinar last week. If any of these are of interest, please let us know as soon as possible.
Year End Market Review & Planning - Webinar Recording
Watch a recording of our webinar: Year End Market Review & Planning presented by Leonard Golub, CFA, and Jaycee Smalley, CFP®
Commodities: Inflation Hedge or Fool's Gold?
The premium for inflation insurance may exceed the risk of inflation itself.
Who Got It Right? A Look Back at Expert Predictions For 2021
If 2021 taught us anything, it’s that things can change at the drop of the hat. Amidst all this uncertainty, how many of the highlighted predictions came to fruition, and which ones didn’t pan out exactly as expected?
What Will You Pay for Medicare in 2022?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2022.