The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Market Week: December 9, 2019
Market performance was uneven last week, culminating in some of the benchmark indexes closing in the black while a few lost value by week's end.
What Does High Asset Growth Say About a Company's Expected Return?
Our vital investment partner, Dimensional Fund Advisors, possesses an unparalleled track record in investment research. Here are their latest findings.
Market Month: November 2019
Stocks grew for the third straight month as each of the benchmark indexes listed here posted solid returns in November.
Market Week: November 25, 2019
The market's run of weekly gains ended last week as each of the benchmark indexes listed here lost value.
IRA and Retirement Plan Limits for 2020
You can contribute to both a traditional IRA and a Roth IRA in 2020, but your total contributions can't exceed specified annual limits.
Market Week: November 11, 2019
The Dow hit a new record high last week, and each of the benchmark indexes listed here posted solid gains as investors received encouraging news on the trade front.
Market Week: November 1, 2019
A better-than-expected jobs report and strong third-quarter earnings from some major companies drove stock prices higher for the fourth consecutive week.
Market Week: October 28, 2019
Solid corporate earnings reports and encouraging signs on the trade war front spurred stocks higher last week. The S&P 500 reached its second-highest closing value by last Friday, while the Dow is nearing a record high.
Market Week: October 14, 2019
Both the Dow and Nasdaq rose by almost 1.0%, followed by the Russell 2000 and the S&P 500. However, the biggest mover was the Global Dow, which surged almost 2.0%.
Market Week: October 7, 2019
Despite a solid labor report, unfavorable reports from domestic and global manufacturers, and an expanding trade deficit apparently shook investors.
Market Week: September 30, 2019
Investors were hit with potentially worsening trade tensions between the United States and China, along with political uncertainty following the House's impeachment inquiry proceedings against President Trump.
Market Week: September 23, 2019
Following three consecutive weekly gains, stocks closed down last week.
Mid-Year Market Review & Factor Evaluations - Webinar Recording
Watch a recording of our webinar: Mid-Year Market Review & Factor Evaluations
Portfolio & Market Review: Q2 2019
The second quarter was full of ups and downs for stocks as investors had plenty to worry about.
Webinar Invitation: Mid Year Update on Portfolio Performance - July 11th
Stocks have rebounded in the first half of 2019, and bonds have rallied as well. Still, concerns and fears remain prevalent in the market, value and international stocks have under-performed, inflation is quiet, and the yield curve has turned negative. Register now!
Portfolio & Market Review: May 2019
The strong market rally of 2019 came to a screeching halt in May as investors dealt with renewed worries of an escalating trade war between the US and China.
The Randomness of Global Equity Returns
Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time
Portfolio & Market Review: April 2019
The month of April was a continuation of the strong market momentum we have experienced since the start of the year.
The Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.
Introducing Passive Pure Model Portfolios - Webinar Recording
Watch a recording of our webinar: Introducing Passive Pure Model Portfolios