The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Ranked: The Most Innovative Companies in 2023
Company performance was assessed on four dimensions: Global mindshare, Industry Peer View, Industry Disruption, and Value Creation.
Why The Fed Will Not Cut Interest Rates This Year
Vanguard's model anticipates that the Fed won't be in a position to cut rates until the middle of 2024.
Chart of the Week: Assets Performance (YTD)
Global stocks and bonds are strongly positive YTD with oil falling substantially.
Transformative Tech: Will AI Upend the American Workforce?
Generative AI could complement two-thirds of jobs by helping workers complete tasks in less time.
The 10 Longest Range EVs for 2023
Range anxiety is frequently cited as one of the biggest turnoffs of electric vehicles. ThankfullY, EVs with over 300 miles of range are becoming more common.
How To Donate Illiquid Assets: 3 Tax-Savvy Giving Tips For Entrepreneurs
How can entrepreneurs avoid missing out on donating illiquid assets to charity?
How Filial Responsibility Laws Can Affect You
Are aware of filial responsibility law? Learn more about filial responsibility and five ways it may affect you.
2023 Client Satisfaction Survey Results
View the results from our 2022 Client Satisfaction Survey.
Why the Wisdom of the Market Crowd Beats AI
Despite all the promise of AI, I prefer to accept market prices rather than prices from algorithms.
Will the Debt Ceiling Aftermath Push Up Interest Rates?
Although rates have risen across the curve in recent weeks due to debt ceiling uncertainty, more hawkish Fed expectations, and resilient economic data, the overall macro landscape is one of slowing growth and receding inflation.
Can My SDIRA Invest In An LLC
A Limited Liability Company (LLC) is a popular alternative investment option for self-directed IRA (SDIRA) owners - in part because of the range of asset options available.
What Is A Donor-Advised Fund (DAF)?
A simple, flexible and tax-advantageous way to give to your favorite charities.
Four Overlooked Elements in Estate Plans
When creating an estate plan, there are details which seem minor but are actually very important.
Mapped: Renewable Energy and Battery Installations in the U.S. in 2023
Three states make up over 50% of new renewable energy installations.
Understanding Your Medicare Options
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they explain plan options.
Medicare: Turning 65 Checklist
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they share a checklist as you approach Medicare enrollment eligibility.
Beware Medicare: Why Is Medicare Funding A Big Problem?
For Americans planning for retirement, the obvious implication is to save and invest more. Beyond this, it has become increasingly necessary to have some assets outside of traditional 401(k)s and IRAs.
How To Plan for Rising Health Care Costs
See options on how to handle this large and somewhat unpredictable expense in retirement.
5 Ways To Protect Assets From Nursing Home Costs
Nursing home costs are exorbitantly expensive. Learn how to protect assets from nursing home costs.