The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
The Red Flags of Elder Financial Abuse
Combatting fraud takes education and a plan for trusting the right people.
Trust the Financial Advisor Who Trusts the Market
With over 200,000 financial advisors in the United States, how do you pick one?
Market Perspectives: November 2022
Vanguard November Market perspectives offers global economic and security returns forecasts.
An Action Plan for Long-Term Care
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.
Policy Reality Check: Tighter for Longer
Just like in the early 1980s, central banks are committed to the fight against inflation. However, this time is different. Alternative data reveals insight into the current economic backdrop and what it means for investors.
What Should Investors Expect for 3Q22 Earnings?
Profits in sectors with greater operating leverage should be more resilient given elevated inflation over the next few months, but as economic growth begins to slow and inflation cools, we may see investors rotate back into the growthier parts of the market.
Could You Be A Target for Cybercrime?
Understanding the potential threats can help keep your online accounts safe.
What a Strong U.S. Dollar Means for Investors
Some company earnings could falter. Here's what to expect.
Quarterly Market Review - Q3 2022
The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
Timmer: The Fed isn't the Market's Only Problem
The strong dollar poses a threat to earnings that hasn't yet been fully appreciated.
Hurricane Ian Relief & Recovery Efforts
Our thoughts continue to be with the Gulf Coast as many experience the impact of Hurricane Ian, a Category 4 storm that recently made landfall.
Can Bond Portfolios Benefit from Inflation and Rising Interest Rates?
The 2022 bond market so far has been the worst in history. Do active portfolio managers see hope for fixed income investors anytime soon?
When Can the Fed Stop Hiking interest Rates?
During the September Federal Open Market Committee (FOMC) press conference, Chairman Jerome Powell noted that the Committee would like to see positive real rates across the entire yield curve as one indication that they have reached an appropriate policy stance.
How to Invest Better—and Live Better
Connecting life principles to investment principles is a powerful way to ground abstract principles in reality, and to connect over universal experiences and feelings.
Are Markets More In Line With Fed Rate Expectations?
The short-term outlook for equities remains challenging while high-quality intermediate to long duration core bonds may be the most attractive sectors within fixed income.
Wes Crill on Global Diversification, Market Declines, and Value
The bedrock component of Dimensional’s investment approach is broad diversification, which we think is a great risk control in environments like this.
When Will The U.S. Dollar Peak?
A mix of stabilizing interest rate differentials between the U.S. and developed markets, combined with more confidence around global growth, is needed.
High inflation Today, A "Job-Full Recession" Tomorrow
We now have two of the three ingredients for stagflation—high inflation and low or no economic growth—but we are missing the third, high unemployment.
Could Fall Weakness In Growth Stocks Bring Opportunity?
Although tech and other growth stocks may suffer through more September volatility, the longer-term outlook is more encouraging. The economy is softening, not collapsing, valuations are more interesting and real rates have already adjusted.