The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
The New Capital Journal Transitions from Weekly to Monthly Publication
We are changing the Journal to a monthly publication, enhancing the quality of each individual issue.
Q3 Quarterly Market Review
This report features world capital market performance and a timeline of events for the past quarter.
Claiming the Home Energy Audit Tax Credit
The IRS has announced guidance for the home energy audit tax credit.
Minors Inheriting Assets: Limitations and Considerations
Learn how to set up an estate plan workaround to ensure your children can successfully obtain their inheritance.
3 Ways to Deal With High Mortgage Rates
These strategies can help you make the most of this challenging housing market.
Markets Brief: Value Stocks Have Suffered In 2023 but Are Showing Signs of Recovery
These stocks have led the latest gains for the value side of the market.
Chart of the Week: Beware of Sample Periods
Investors should evaluate fully representative data rather than falling for the “shiny object” of recent performance.
Planning for a Loved One with Dementia
It is important to discuss the future and ensure your loved one is well cared for.
What Is Really Going On With Real Assets?
2023 has seen more office conversion activity – while sometimes this can be easier said than done, it does suggest that there is an evolving opportunity in the office space for investors who can deploy additional capital.
Tracking Antarctica Sea Ice Loss in 2023
In 2022 and 2023, sea ice extent in Antarctica continued to reach record lows.
Our Most Important Assets
The large investment that we will make in Abby’s college education will not just accrue benefits to Abby and her family, but to society and to the world.
Practicing Healthy Habits, Pursuing Wealthy Outcomes
Good investing, like good health, requires long-term discipline and commitment.
Are Medicare Advantage Plans Really An Advantage?
Here are 8 questions to consider before you sign up.
Chart of the Week: Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad.
The 50 Most Valuable Companies in the World in 2023
Visualize the world’s top 50 publicly-traded companies by market cap, using data as of Aug. 16, 2023.
Think Twice about Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
20 IRA Mistakes to Avoid
From contributions to conversions to distributions, don’t fall into these traps.
3 SDIRA Mistakes to Avoid
Here are some common mistakes that even experienced investors make and how to avoid them.
What Is a Letter of Instruction?
A letter of instruction can help you pass your legacy to your loved ones.
Does “Made in America” Still Matter to Consumers?
A sample of 1,000 U.S. adults were questioned on whether they had favorable views of products from U.S. companies using American or Chinese labor and parts.