The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Portfolio & Market Review: Q1 2019
Global markets surged in the first quarter of 2019 as both equity and credit markets rebounded sharply from the lows reached in December of last year.
Guide to Retirement with J.P. Morgan
Retirement is different now than it was in past generations. These days, individuals have varying expectations for how they wish to spend their retirement years. Many planning factors are interconnected, which require careful consideration when developing a retirement strategy.
Q1 Quarterly Market Review
This report 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.
New Capital Webinar: New "Passive Pure" Model Portfolios - Thursday, April 25th
Introducing our lowest cost, no transaction fee portfolios designed for the most cost-conscious clients.
Guide To The Markets with J.P. Morgan
The Guide illustrates a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs you can share with your clients.
Investment Banking with J.P. Morgan
J.P. Morgan counts as its greatest asset the breadth and depth of its client base. Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, and provides comprehensive strategic advice, capital raising and risk management expertise.
Portfolio & Market Review: February 2019
Global stock markets continued their 2019 rally in February as investor sentiment remained positive given progress in trade talks between the US and China and more clarity regarding the US Federal Reserve’s interest rate policy.
Business Principles with J.P. Morgan
Certain principles are fundamental to our success. They focus on how we strengthen, safeguard and grow our company over time.
Getting to the Point of a Point
What does a point move in the Dow mean and what impact does it have on an investment portfolio.
Portfolio & Market Review: January 2019
In the US, the market shrugged off the longest government shutdown in history as stocks returned 8.0%.
Bear Market Survival Guide - Webinar Recording
Watch a recording of our webinar: Bear Market Survival Guide
Webinar: Bear Market Survival Guide - Thursday, January 17th
Are there techniques for dealing with volatile and down-trending markets? The answer is “Yes!”
Portfolio & Market Review: Q4 2018
The fourth quarter of 2018 delivered some of the worst returns to investors since the current expansion began in 2009.
How Every Asset Class, Currency, and Sector Performed in 2018
It’s hard to say where markets will head in 2019 – but it’s worth taking one final look back at 2018 to see how it impacted investors.
Portfolio & Market Review: November 2018
The month began with a rebound from October, but the rally was short lived as equity markets across the world retested the October lows as economic data rolled in.
Portfolio & Market Review: October 2018
October truly was a scary month as stocks closed the month well below their end-of-September values.
Portfolio & Market Review: Q3 2018
While the quarter was kind to the US markets, the same cannot be said about international markets.
Pursuing a Better Investment Experience
Review 10 key principles to improve your odds of investments success.
The Impact of Inflation
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.
Conference Call - Second Quarter Market Update
Leonard Golub, CFA & Todd Centurino, CFA of New Capital Management discuss the first quarter market results and their views on future projections.