The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
What Does the Rental Market Mean for Inflation This Year?
To have a clear view on where inflation may be heading, it is therefore worth understanding how the rental market is faring.
Now is the time to support young people’s mental health
Donors have incredible opportunities to support the powerful work of nonprofits focused on youth mental health.
Backdoor Roth IRA: Is it right for you?
A backdoor Roth IRA could benefit high-income earners.
A Guide to Insurance Trusts
What exactly is an insurance trust? Is it the same as a life insurance trust? And how do insurance trusts work?
Will the U.S. Run Out of Funding After Reaching the Debt Ceiling?
For investors, we anticipate a slowdown in economic growth and inflation should bring bond yields down, but debt ceiling risks, although certainly not our base case, could derail the bond market recovery and foment significant volatility if realized.
Ring In The New Yield
Higher bond yields create opportunities to generate more income with less risk in the new year.
Reasons to Write an Ethical Will
Why you may want to write an Ethical Will when estate planning and what it may include.
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers.
People Have Memories. Markets Don’t.
Prices change based on what’s happening right now and what people think will happen in the future.
This Budgeting Trick Can Help With Your Financial Goals
The golden ratio can help you find the right balance between spending and saving.
Municipal Bond Downgrades Coming, But Defaults Unlikely
Vanguard currently believes a recession will likely arrive this year, and municipal bond investors should expect that headlines about the potential for downgrades and defaults will soon follow.
How to Find Funds That Address Systemic Racism and the Wealth Gap
This Martin Luther King Jr. Day, consider what tools you can use to create change.
2022 Annual & Q4 Market Review
The DFA 2022 Annual and Q4 Market Reviews feature world capital market performance and a timeline of events for the past year and the past quarter.
Outlook 2023: Bonds Are Back
After a stormy 2022, the forecast looks bright for fixed income.
What Are The Investment Implications of China’s Reopening?
China’s resumption of normal manufacturing activity should continue to support supply chain normalization, maintaining global inflation on its cooling trend.
What to Know About Inherited IRAs
A beneficiary’s options depend on the IRA owner’s age at death and the beneficiary’s category.
Expecting More Market Chop in 2023
Markets may continue to face choppiness in 2023 as investors navigate potentially declining earnings and rates that stay high for longer than expected.
Tenancy in Common vs Joint Tenancy - What You Need to Know
Tenancy in common and joint tenancy are both ways of sharing ownership of property. But how do they differ?
This Has Been a Test: Developing a Financial Plan You Can Stick With
What has stayed constant throughout my life is the power of people to make progress in the face of challenges.
6 Conversations About Money to Have With Your Family Over the Holidays
Carve out some time to discuss financial planning.