The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Is the Recent Outperformance of International Stocks Sustainable?
Since early November, when vaccine trial results were first announced, international has actually outperformed the U.S. by 3.9 percentage points, and we believe this is only the beginning of the rotation.
Market Week: February 8, 2021
Stocks had their best day in several weeks last Monday, recovering some of the losses following the prior week's sell-off.
The Good News About Retirement Income
A lower starting withdrawal rate doesn't guarantee you'll have to live on less.
Market Week: February 1, 2021
Equities were mixed to begin last week. The Global Dow (-0.6%), the Russell 2000 (-0.3%), and the Dow (-0.1%) lost value.
Market Week: January 25, 2020
The markets were closed last Monday in observance of Martin Luther King, Jr., Day. However, stocks enjoyed a good start to the week last Tuesday as equities rebounded from the prior Friday's sell-off.
Market Week: January 19, 2021
Last Monday, the major benchmark indexes pulled back from record highs reached the prior week. Tech stocks took the biggest hit, dragging the Nasdaq down by 1.3%.
Market Week: January 11, 2021
Last Monday, stocks began the new year down on worries over the Georgia runoff elections, a surge in COVID-19 cases, and evidence that a new strain of the virus has entered the country.
Market Review 2020: Looking Back on an Unprecedented Year
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented.
Market Week: January 4, 2020
Stocks jumped to record highs last Monday after President Trump signed a pandemic relief package into law.
The 5 Big Forces in 2021
These five big forces are likely to determine the shape of the recovery and portfolio returns in 2021.
Market Week: December 28, 2020
Stocks rallied by the end of the day last Monday, paring losses from a morning plunge.
3 Momentous Events Highlight the Impact of Investing in 2020
The pandemic, the fight for racial justice, and the presidential election demonstrate the importance of weighing in with capital to create positive societal change.
Market Week: December 21, 2020
Tech stocks and consumer shares opened last week on an upswing.
Year-End Planning, 2020 In Review & A Look Ahead at 2021
Watch a recording of our webinar: Year-End Planning, 2020 In Review & A Look Ahead at 2021
Market Week: December 14, 2020
The Nasdaq opened the week by reaching a new high last Monday after climbing for the ninth straight day.
The World’s Largest IPOs
Big-earning IPOs are back in season, but who's on top when adjusted for inflation?
Market Week: December 7, 2020
November closed on a sour note as investors took profits from stocks last Monday.
What can COVID-19 vaccines tell us about the opportunity in small caps?
For investors that can stomach potential risks, small cap stocks may offer opportunities for meaningful upside, particularly as the economic recovery strengthens in 2021.
Market Week: November 30, 2020
Last Monday saw stocks advance following encouraging news in the development of yet another COVID-19 vaccine.