The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Ukraine, Russia & Markets - Webinar Recording
Watch a recording of our webinar: Ukraine, Russia & Markets presented by Leonard Golub, CFA.
You Want the Size, Value, and Profitability Premiums … But How?
You have made the decision to target the size, value, and profitability premiums in equities, which is great, but it is only a great starting point. There are many questions to consider when incorporating these premiums into real-world asset allocations.
Market Review 2021: A Recovery Amid Challenges
It was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go, as well as the enduring benefits of diversification and flexibility.
Dimensional’s Takes on the Biggest Topics of 2021
From addressing the challenges of inflation and all-time market highs to ESG investing and GameStop, here is a look at some of the best original pieces published by Dimensional this year around some of the industry’s hottest topics.
Year End Market Review & Planning - Webinar Recording
Watch a recording of our webinar: Year End Market Review & Planning presented by Leonard Golub, CFA, and Jaycee Smalley, CFP®
Missing the Market’s Best Days
The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index.
Top Investment Myths Busted - Webinar Recording
Watch a recording of our webinar: Top Investment Myths Busted, presented by Apollo Lupescu of Dimensional Fund Advisors
All-Time-High Anxiety
Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down.
Key Questions for Long-Term Investors
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of these questions.
'Everything Screams Inflation.’ How to Interpret the Headlines
A look at headlines from the past 50 years shows the difficulty of timing markets around inflation expectations. Investors may be better served sticking to a long-term plan.
Are Concerns About Inflation Inflated?
US consumer prices were up by 5.4% for the year ending June 2021, the largest annual increase since August 2008. Naturally, inflation is at the center of attention for many US investors.
Inflation: An Exchange Between Eugene Fama and David Booth
Dimensional Founder David Booth talked with Nobel laureate Eugene Fama about inflation and how investors should think about it in their portfolios.
Why Investors Might Think Twice About Chasing the Biggest Stocks
Expectations about a firm’s prospects are reflected in its current stock price. Positive news might lead to additional price appreciation, but those unexpected changes are not predictable.
What a Difference a Year Makes: Markets in Review
Watch a recording of our webinar: What a Difference a Year Makes: Markets in Review
How Green is Biden's Infrastructure Plan?
Although the U.S.’s commitment to battling climate change has wavered in recent years, the new administration’s infrastructure proposal, the American Jobs Plan, bears a distinct shade of green.
Q1 2021 Market Review
This Q1 Market Review features world capital market performance and a timeline of events for the past quarter.
The Next Normal
We can’t control crises, but we can control our response to them. You want to be prepared to deal with the unexpected before it happens. Not when you’re stuck in the middle of it.
Dimensional Receives Climate Neutral Operations Certification
Dimensional Fund Advisors is among the first in its industry to have its worldwide operations certified Climate Neutral by leading climate solutions provider South Pole.
What has COVID-19 meant for working women?
Although the female participation rate had begun to improve prior to the pandemic, the early stages of COVID-19 saw participation rates decline for women more than men.
What Is the Social Cost of Carbon?
According to legal scholar and Harvard University professor Cass Sunstein, the social cost of carbon (SCC) is “the most important number you’ve never heard of.”