The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Could You Be A Target for Cybercrime?
Understanding the potential threats can help keep your online accounts safe.
Medicare Open Enrollment Is Here: How Are Costs Changing for 2023?
Just in time for Open Enrollment, 2023 Medicare premiums, deductibles, and other costs have been announced, and surprisingly, some of these costs are lower than they were last year.
Revocable vs. Irrevocable Trusts
Those who decide to establish a trust will need to consider the pros and cons of revocable versus irrevocable trusts.
What a Strong U.S. Dollar Means for Investors
Some company earnings could falter. Here's what to expect.
A Visual Guide to Stagflation, Inflation, and Deflation
What are the main characteristics of stagflation, and how is it different from inflation and deflation?
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.
Quarterly Market Review - Q3 2022
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.
Timmer: The Fed isn't the Market's Only Problem
The strong dollar poses a threat to earnings that hasn't yet been fully appreciated.
Hurricane Ian Relief & Recovery Efforts
Our thoughts continue to be with the Gulf Coast as many experience the impact of Hurricane Ian, a Category 4 storm that recently made landfall.
Leaving Inheritance Unequally to Heirs
When it comes to estate planning, equal isn’t the same as fair.
Comparing the Speed of U.S. Interest Rate Hikes (1988-2022)
The Federal Reserve is aggressively raising rates as high inflation continues. How does this compare to other periods of interest rate hikes over the past 35 years?
Notes from a Bear Market
As always, thank you for your ongoing confidence and trust. It is during bear markets that these two things - confidence and trust - stand out as vital assets.
Can Bond Portfolios Benefit from Inflation and Rising Interest Rates?
The 2022 bond market so far has been the worst in history. Do active portfolio managers see hope for fixed income investors anytime soon?
When Can the Fed Stop Hiking interest Rates?
During the September Federal Open Market Committee (FOMC) press conference, Chairman Jerome Powell noted that the Committee would like to see positive real rates across the entire yield curve as one indication that they have reached an appropriate policy stance.
How to Invest Better—and Live Better
Connecting life principles to investment principles is a powerful way to ground abstract principles in reality, and to connect over universal experiences and feelings.
FAFSA for 2023-2024 School Year Opens on October 1
The FAFSA is a prerequisite for federal student loans, grants, and work-study, and may be required by colleges before they distribute their own institutional aid to students.
The World’s Population At 8 Billion
Around November 2022, the world will reach a pivotal milestone - 8 billion global population. What is the distribution of this population by region and country?
Are Markets More In Line With Fed Rate Expectations?
The short-term outlook for equities remains challenging while high-quality intermediate to long duration core bonds may be the most attractive sectors within fixed income.
Wes Crill on Global Diversification, Market Declines, and Value
The bedrock component of Dimensional’s investment approach is broad diversification, which we think is a great risk control in environments like this.