The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Why the 2020s Are A Watershed Decade for Plant-Based Alternatives
Plant-based alternatives are exploding in popularity. This infographic sheds light on why the global plant-based market is expected to go from a novelty to a new normal within the next decade.
My Guitar Gently Weeps
The same trust that we carefully hold with regard to your invested wealth, we also hold with regard to your wealth of information.
Fidelity Charitable 2022 Giving Report
One-third of New Capital clients have Fidelity Charitable Donor Advised Funds, representing over $1.4 million dollars. In 2021, New Capital clients contributed over $225k into their DAF accounts and recommended over $380k in charitable donations.
Common Mistakes with Living Trusts
Trusts are versatile, you can accomplish incapacity planning, probate avoidance, tax planning, asset protection and more with trusts. However, sometimes people make mistakes with living trusts, and it doesn’t create all of the benefits intended.
Warning: Inflation May Cause Investors To Freeze
In a world of inflation, investors sitting on cash need to step into the ring and fight. And simple math shows why stocks can be a basic fighting tool.
The Cost of Space Flight
How much does it cost to launch a spacecraft into orbit? A lot less than it used to, thanks to innovation by SpaceX. Here's a look at the cost per kilogram for space launches across the glove since 1960.
4 Strategies for an Organized Tax Season
Has tax season become a frustrating paper chase? These tactics can buy you some relief.
You Want the Size, Value, and Profitability Premiums … But How?
You have made the decision to target the size, value, and profitability premiums in equities, which is great, but it is only a great starting point. There are many questions to consider when incorporating these premiums into real-world asset allocations.
The Inflation Rate in the U.S.: Past, Present, and Future
The inflation rate in the U.S. has surged, reaching 7% year-over-year in December 2021. This marks the highest level in 40 years. In this graphic, we look back at historical inflation—and where experts think it may be headed next.
Help Wanted: Why Can't Businesses Find Enough Workers?
COVID-19 may have kicked off a severe labor shortage, but longer-term demographic trends are partly to blame for this highly unusual job market.
Update on Estate and Gift Taxes for 2022
Despite the various proposals to lower federal transfer tax exemptions and increase the tax rates, none of them were enacted in 2021. This means that the exemptions have increased for inflation in 2022, giving you another chance to locking in the advantageous rates and exemptions.
We Have Moved!
On Saturday, January 29, 2022, New Capital Management moved into Suite 275 at 3355 West Alabama, a 14-story office tower owned and managed by Granite Properties.
Are We Out of the Woods Yet?
The worst of the market's decline may be over. Now we could be in a holding pattern.
U.S. Equity Markets are in or Near Correction: Now What?
Investors must recognize that 2022 will likely continue to be a bumpy ride. As a result, prudent sector and security selection through active management will be more critical than in recent memory.
The Top 6 Infrastructure Investment Opportunities
For years, the country's infrastructure - critical structures and facilities like roads, power supplies, and internet access - has been in poor condition. Now, the government is pledging nearly $550B in new investments.
Federal Tax Filing Season Has Started
The IRS announced that the starting date for when it would accept and process 2021 tax-year returns was Monday, January 24, 2022. The IRS encourages taxpayers seeking a tax refund to file their tax return as soon as possible.
Welcome Casey Moss
Please join us in welcoming Casey Moss to New Capital Management. Casey will be assuming the Administrative Coordinator position.
Volatile Markets Underscore Importance of Discipline
Over time, the inevitable market valleys have given way to higher peaks. It's why we continue to invest for long-term goals, such as retirement. And it should be our goals that govern our approach to investing.
Will Infrastructure Investment Pave the Way to a Stronger Economy?
In November, Congress passed the Infrastructure Investment and Jobs Act that reauthorized existing programs and provided more than $550 billion in new funding to help upgrade aging U.S. transportation, water, power generation, and communication systems.
Retirement Spending: How Much Do Americans Plan to Spend Annually?
Retirement spending varies from person to person, based on factors like your health, outstanding expenses, and desired lifestyle. In this graphic we show the expected annual retirement spending of Americans.