The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
How to Find Funds That Address Systemic Racism and the Wealth Gap
This Martin Luther King Jr. Day, consider what tools you can use to create change.
Biggest Sources of Electricity by State and Province
On a national scale, the United States and Canada rely on a very different makeup of sources to generate their electricity. Here’s a look at the electricity generation in the states and provinces of these two countries.
Year End Market Review- Webinar Recording
Watch a recording of our webinar: Year End Market Review presented by Leonard Golub, CFA.
2022 Annual & Q4 Market Review
The DFA 2022 Annual and Q4 Market Reviews feature world capital market performance and a timeline of events for the past year and the past quarter.
Outlook 2023: Bonds Are Back
After a stormy 2022, the forecast looks bright for fixed income.
Is the Yield Curve Signaling a Recession?
Yield curve inversions do not cause a recession; rather they indicate a shift in investor sentiment that may reflect underlying economic weakness.
The Most Important Science Headlines of 2022
From groundbreaking discoveries in fields such as astrophysics and genetics, to significant advances in technology and medicine, the past 12 months have seen a wealth of scientific progress.
What Are The Investment Implications of China’s Reopening?
China’s resumption of normal manufacturing activity should continue to support supply chain normalization, maintaining global inflation on its cooling trend.
What to Know About Inherited IRAs
A beneficiary’s options depend on the IRA owner’s age at death and the beneficiary’s category.
2022 Year End Letter to Clients
New Capital’s portfolios performed well with their defensive characteristics, notably their tilts toward value stocks and shorter term bonds, including inflation protected bonds.
SECURE ACT 2.0 Highlights
SECURE 2.0 will usher in many changes for retirement plans and IRAs over the next several years. This article highlights a sampling of the many changes.
Expecting More Market Chop in 2023
Markets may continue to face choppiness in 2023 as investors navigate potentially declining earnings and rates that stay high for longer than expected.
Tenancy in Common vs Joint Tenancy - What You Need to Know
Tenancy in common and joint tenancy are both ways of sharing ownership of property. But how do they differ?
A Visual Crash Course on Geothermal Energy
Geothermal is a lesser-known type of renewable energy that uses heat from the Earth’s molten core to produce electricity.
2022 Year End Planning
Time is running out! There are a number of year-end financial planning opportunities with a December 30th deadline that we would like to remind you of.
This Has Been a Test: Developing a Financial Plan You Can Stick With
What has stayed constant throughout my life is the power of people to make progress in the face of challenges.
6 Conversations About Money to Have With Your Family Over the Holidays
Carve out some time to discuss financial planning.
PODCAST: Will 2023 Be A Year of Slow Growth, But Better Markets?
Dr. David Kelly and Jack Manley, Global Market Strategist, review 2022's turbulent investing landscape and discuss the outlook and opportunities for 2023.
Last-Minute Charitable-Giving Strategies for 2022
Tax and IRA expert Ed Slott shares tips for earning a tax break on charitable contributions.
NCM360 Data Loading
Data Loading is our new complementary service to help our clients get their data, documents, and records into NCM360.