The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
RingCentral - Seven layers of security
RingCentral gives you added peace of mind by instituting robust security measures at every level of our architecture and processes. These include the physical, infrastructure, host, data, application, and business processes, as well as the enterprise level of your organization.
John C. Bogle (1929-2019)
On my desk sits a signed copy of The Clash of Cultures, a book by John C. (“Jack”) Bogle, the founder of Vanguard, one of the three most important people in the American investment industry over the last 100 years, a giant among giants who passed away at the age of 89 on January 16.
Box Secure Document Vault
All of our clients will be required to establish a Box account so that we can securely exchange files with you.
Fidelity Trusted Contact Persons
Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.
VIDEO: Box leverages RingCentral to enhance communication and collaboration for their workforce
RingCentral empowers today’s mobile and distributed workforces to be connected anywhere and on any device. With an open platform that integrates with today’s leading business apps, RingCentral gives customers the flexibility to customize their own workflows.
Slaying 401(k) Fees at Scale
Announcing two important steps towards our goal of offering the most employee-focused 401(k) platform for small business.
Is Hiring an Advisor "Worth It"?
"Can advisors add enough value to justify their fees?" That was the provocative question posed by a reader recently in an email.
Education Center with Blackrock
The first step towards investing is learning the basics. Explore the different types of investment funds and asset classes and get started with planning for retirement or another life goal.
VIDEO: Getting started with Fidelity BillPay
There’s a better way to pay your bills anytime, anywhere with Fidelity BillPay®. Learn more about how this online service can streamline and take the guesswork out of many of your financial tasks with just a few clicks.
Risk-taking across generations
Millennials who started investing after the global financial crisis are more than twice as likely to hold zero-equity portfolios as those who started investing before.
Why Should You Diversify?
With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
Fidelity 2-Step Authentication with VIP Access
Fidelity offers 2-Step Authentication as a quick and simple way to add an extra layer of security to your Fidelity.com accounts.
CHAIRMAN'S LETTER: To our shareholders
Larry Fink’s Chairman's Letter to Shareholders from BlackRock's 2018 Annual Report
Podcast: A Better Approach to Roth conversions
In this 14-minute podcast, Vanguard Wealth Planning Specialist Boris Wong discusses when Roth conversions make sense from a tax perspective.
Roths beyond retirement: Maximizing wealth transfers
Many investors hold substantial tax-deferred retirement accounts such as traditional IRAs and 401(k)s.
Tackling the tuition bill: Managing higher education expenses
Although many families take advantage of 529 plans and other education-specific savings accounts, most will finance college using a variety of sources and account types.
Pursuing a Better Investment Experience
Review 10 key principles to improve your odds of investments success.
The ABC's of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.
Long-term care … what you see ISN’T all there is
Think of long-term care as an incremental expense, not in terms of a lump-sum expense. Do something to prepare, then get out there and enjoy life.
ESG, SRI, and impact investing: A Primer for decision-making
Vanguard’s clear four-step process helps investors establish specific goals, evaluate potential options, and decide on an ESG investing approach based on personalized criteria and trade-off considerations.