The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Biden Administration Will Improve Regulatory Climate for Sustainable Investing
The rule from the Trump administration will not be enforced by the DOL.
The Unwinding of Pandemic Debt
“How will we pay for this?” is the global policymaker’s multitrillion-dollar effort to prop up economies and markets against the monumental threat of the COVID-19 pandemic.
RIAs Proved Their Worth During March 2020 Meltdown, Study Says
Last year’s swift bear market revealed that “clients working with RIAs tend to sell less and buy more” when markets tumble, according to a new academic paper.
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.”
Fidelity Charitable 2021 Giving Report
Extraordinary circumstances inspired extraordinary generosity in 2020, leading Fidelity Charitable donors to recommend 2 million grants totaling $9.1 billion.
Think Investing Is a Game? Stop.
If you’re not the type of person who feels comfortable betting your life savings on a long shot, the good news is that you don’t have to find the next big stock to win in the stock market.
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.
Sustainability - Net Zero: A Fiduciary Approach
In the past few years, no head of a major U.S. financial institution has been more outspoken about the need for sustainable reform of corporate financial practices than Laurence Fink of BlackRock, one of New Capital's major business partners. Here in 2021, Fink's newest letter is well worth reading to understand the direction that capital and the world is heading.
Are International Equities Poised to Take Center Stage?
A look inside the data reveals that a change may be on the horizon and a globally diversified equity allocation may be rewarded in the coming years.
Change Your Giving - Boost Your Joy
Compassion is about empathy, care and concern for your fellow humans, about feeling the suffering of others in your local and global community and wanting to relieve it.
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.
The 5 Big Forces in 2021
These five big forces are likely to determine the shape of the recovery and portfolio returns in 2021.
Student of the Market - December 2020
Student of the Market - December 2020, from BlackRock
Drafting your Family Mission Statement
New Capital stands ready to help you and your family members draft your own family mission statement. Let us know how we can help you.
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.
The role of volunteering in philanthropy
For many charities, a steady supply of individuals willing to give their most valuable resource—time—is critical for their basic operations.
The Right Thing, Not the Easy Thing
New entrants into the field of systematic investing must look for ways to differentiate themselves.
How Charitable Donors Can Support the Arts
How can donors deploy charitable capital at the intersection of today's pressing issues and the arts?
Social Security Retirement Benefits: Frequently Asked Questions
Deciding when to collect Social Security (SS) retirement benefits can be difficult. Enclosed are the top questions and answers to help you make your decision.
Which Sectors Perform Best Around an Election?
Looking at sector performance after each presidential election since 2000, there is Little discernible pattern based on the election outcome.