The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Podcast: How To Think About Health Care Costs in Retirement
In this 15-minute podcast, Stephen Weber, an analyst at Vanguard's U.S. Wealth Planning Research Group, takes on this sometimes anxiety-provoking subject and helps advisors and investors find their way around the complex landscape.
Alternative Reality
Some investors, in search of additional potential volatility reduction or return enhancement opportunities, may even try to extend the opportunity set beyond stocks and bonds to other assets, many of which are commonly referred to as “alternatives.”
The Tao of Wealth Management
The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.
Where's the Value?
From 1928–2017 the value premium in the US had a positive annualized return of approximately 3.5%. In seven of the last 10 calendar years, however, the value premium in the US has been negative.
What You Pay, What You Get: Connecting Price and Expected Returns
Stock prices are changing every day—and as prices change, so do expected returns.
Planning for health care costs in retirement
Vanguard has developed a new model to forecast health care costs for U.S. retirees.
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.
Relative Performance of Flagship Equity Funds
A summary presentation highlighting key aspects of Dimensional's approach to investing.
A Look at Dimensional's Investment Portfolios
Provides a high-level snapshot of our product offerings for a broad audience.
2018 Mutual Fund Landscape
Dimensional has updated its Mutual Fund Landscape report through 2017. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns after costs.
Dimensional Fund Advisors - Putting Financial Science to Work for You
Dimensional is a global investment firm that has been serving investors for more than 35 years. Dimensional offers investment solutions across asset classes, including global equities, fixed income, and REITs.
Fidelity Account Statements: Frequently Asked Questions
What is a household statement? Are statements based on trade date or settlement date? Do statements differentiate between qualified and nonqualified dividends? Can I get check images returned with my statement? What makes up Your Account Value?
VIDEO: Mobile Check Deposit Training
Learn how fast and easy it is to make deposits when and where it's convenient—straight from your smartphone or tablet.
Investment expertise simply delivered: BlackRock Model Portfolios
Your advisor has your financial future in mind and can build a strong foundation for your portfolio by starting with a BlackRock model.
How 2-Factor Authentication Works
To help prevent unauthorized access to your account, we have implemented an enhanced security feature to verify your identity.