The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Watch Out for These Common Tax Scams
While tax scams are especially prevalent during tax season, they can take place anytime during the year.
Gas Prices in America at All-Time Highs
American drivers are experiencing pain at the pumps as U.S gas prices skyrocket to record highs. How much worse will it get?
Five Things I Know about Investing
French develops a flexible and comprehensive framework for portfolio design using the global average of all investors and the global portfolio of all stocks, bonds, and other financial assets as reference points.
A Recent History of U.S. Sanctions on Russia
When Russian activities threaten U.S. interests, economic sanctions are often deployed as a deterrent.
There's Still Time to Contribute to an IRA for 2021
Making a last-minute contribution to an IRA may help you reduce your 2021 tax bill.
Should You Tap Your Retirement Account to Buy a Home?
We run down the taxes, penalties, and other risks of using retirement assets for a home purchase.
Federal Income Tax Returns Due for Most Individuals
The federal income tax filing deadline for individuals is generally Monday, April 18, 2022. If you're not able to file your federal income tax return by the April due date, you can file for an extension by the April due date.
All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
Against the backdrop of inflation, the monetary policy response of the US Federal Reserve has become the center of attention for many US and global fixed-income investors.
20 IRA Mistakes to Avoid
From contributions to conversions to distributions, don't fall into these traps.
Common Estate Planning Terms
There is a current legal trend to avoid using legal terms and to make the language of law accessible for clients. However, there are some terms that are unavoidable, and it helps to be familiar with them when considering your estate planning.
Colliding Forces: Russia, Oil, Inflation, and Market Volatility
Any disruption of Russian oil exports would have a significant effect on global supplies and drive prices higher.
Visualizing Ukraine’s Top Trading Partners and Products
Ukraine's international trade amounted to 65% of its GDP in 2020, with the country's fertile black chernozem soil supporting a strong agricultural industry.
Should I Worry About Russia/Ukraine Tensions Impacting Markets?
Volatility may stay elevated for a bit longer, as investors look for confirmation that the new equilibrium between Russia and the West does not involve a disruption to commodity supply.
Global Finance: Kicking Russia Out of SWIFT
The United States and European allies have agreed to remove selected Russian banks from the SWIFT global banking network.
Ukraine and the Changing Market Environment
When we examine major geopolitical events over the past 60 years, we found that while equity markets often reacted negatively to the initial news, geopolitical sell-offs were typically short-lived and returns over the following 6- and 12-month periods were largely in line with long-term average returns.
4 Historical Maps that Explain the USSR
Review historical maps from three specific eras to build context for how the USSR was structured, which modern countries were a part of this sprawling country, and how its history relates to Russia’s present day pushes for territorial expansion.
Ukraine, Russia & Markets - Webinar Recording
Watch a recording of our webinar: Ukraine, Russia & Markets presented by Leonard Golub, CFA.
What Does the Ukraine Crisis Mean for Markets?
Investors should stay calm despite the conflict between Russia and Ukraine.
Ways to Give: Ukrainian-Russian Conflict
Charity Navigator presents this list of highly-rated nonprofits engaged in relief and recovery efforts in Ukraine and the surrounding region.