The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Does Investing In European Equities Still Make Sense?
The tragic war in Ukraine has led to an indiscriminate sell-off in European equities. While headlines weigh on sentiment, the 1Q earnings season was strong for Europe.
How Inflation is Affecting Millennials
Explosive price hikes are altering this generation's plans.
Quarterly Market Review
The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
5 Things to Know About Europe’s Scorching Heatwave
Europe's smoldering heatwave has been wreaking havoc across the region, causing destructive wildfires, severe droughts, and thousands of deaths. Here are five things to know about this extreme summer weather.
IRS Increases Standard Mileage Rates for Last Half of 2022
The IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the last half of 2022.
Quarterly Report Access on NCM360
Quarterly Reports are now available on NCM360. Schedule your 15-minute access session to get instructions and a quick tutorial.
Fidelity Trusted Contact Persons
Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.
How Do I Store Estate Planning Documents?
As a general rule, estate planning documents should be kept together in a fire and waterproof container in a location known to and accessible by fiduciaries, and copies of some documents should be given to the fiduciaries in advance.
Bitcoin’s Big Chill
How a temporary freeze by a lending platform called Celsius left bitcoin investors out in the cold.
Chasing High-Flying Stocks Risks Meme Reversion
The potentially smoother journey that diversification offers may be less entertaining on the way up, but it generally makes for a better experience than leaving investment goals to chance.
What Does It Take To Be Wealthy in America?
The goalposts of wealth are always shifting due to inflation and other factors. We’ve visualized several money milestones to give you a better idea of what it really takes to be wealthy in America.
2022 Client Satisfaction Survey Results
View the results from our 2022 Client Satisfaction Survey.
Are We Already in a Recession?
Looking ahead, we recognize that recession risk has risen. That said, it seems premature to make a call that we are already in recession today.
Mitigating Inflation's Impact on Savings Rates
Inflation has hit record highs and shows no sign of abating, which lowers both spending and savings rates. If wages or investment returns can’t meet or exceed inflation levels, personal savings rates will decline which could cause people to delay retirement.
The Health of Social Security: Some Good News and Some Bad News
Social Security isn't in danger of going broke — it's financed primarily through payroll taxes — but its financial health is declining, and benefits may eventually be reduced unless Congress acts.
U.S. Household Income Distribution Visualized
Income inequality and wealth disparity have been frequent topics of conversation. Now, rising inflation and interest rates, and a possible recession on the horizon are bringing these societal divides into sharp focus.
Weekly Market Commentary
Global growth and inflation concerns are keeping investors up at night.
Charitable Giving In A Volatile Market
During times of extreme market volatility and economic distress, maintaining your long-term perspective can be challenging.
How to Set Your Estate Plan Up for Success
Assets can be distributed at death in several ways, such as with a beneficiary designation, through a jointly held account, by probate, or a trust. Each method of transfer has advantages as well as important considerations.
Visualizing the Current State of the Global Gender Gap
As a global society, we still have a long way to go before we reach gender equality around the world.