The New Capital Journal
Financial news, views, advice, and guidance.
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The Current Food Crisis in America: Helping for Short and Long-Term Needs
Due to COVID-19, food insecurity rates increased overnight, with projections that the impact could lead to 1 in 6 Americans going hungry, including 1 in 4 children.
Is the Stock Market Divorced From Reality?
How can stock prices flirt with new highs while the news is so discouraging?
Envisioning a Post-Pandemic Future
Although some implications of the post-pandemic world are evident, others, for now, are more opaque.
Foreign Stocks' Lost Decade
The question isn't "will foreign stocks come back?" It's a matter of when.
Avoiding a Long-Term Financial Crisis After COVID-19
Research analysts suspect that we've safely averted much of what would result in a long-term financial crisis during the COVID-19 economic downturn.
Where do we stand in the economic recovery?
This week, initial claims for unemployment insurance fell below one million for the first time since March, and retail sales eclipsed the pre-pandemic levels seen earlier this year.
Sustainable Investing Resources
72% of the U.S. population is interested in sustainable investing, yet many investors still find the space confusing.
Supporting Racial Equity
Across the country, communities are demanding an end to racial injustice and systems of oppression.
Fidelity Debit Card Text Alerts
Fidelity Debit Card owners have been automatically enrolled in Fidelity's 2-Way Connect text alerts. Notifications will be sent, in real-time, to alert of possible fraudulent transactions. Clients are able to respond directly to the text to confirm the transaction or report as fraudulent.
David Booth on Value and Values
History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.
Understanding the 4 Key Annuities Types
Annuities can offer valuable protection against outliving your assets, but they can also be high-cost and complicated. We dig into some pluses and minuses.
Dynamic spending: A better way to budget in retirement
If you are close to retirement or already retired, market unpredictability can pose significant concern - but it doesn't have to.
Is the U.S. recession over?
The gradual yet bumpy reopening and rebound in economic activity begs the question: Is the recession over?
2020 Midyear Outlook
The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability.
ESG Funds Setting a Record Pace for Launches in 2020
A closer look at a few intriguing sustainable funds that were launched in the first half of 2020.
Large and In Charge? Giant Firms atop Market Is Nothing New.
While the types of businesses most prominent in the market vary through time, the fact that a small subset of companies’ stocks account for an outsized portion of the stock market is not new.
Home Bias: Overcoming Biases Against Global Stock Investing
The U.S. stock market may offer the comfort of familiarity, but investing in both U.S. and international markets can benefit those with long-term perspectives.
Will the Fed cause inflation?
Historically, an increase in the money supply leads to higher levels of inflation, but investors should remember that supply is only one driver of overall prices.
Dimensional 2020 Matrix Book
Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.
Diversification Can Feel Disappointing
A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good.