The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Fidelity Charitable 2023 Giving Report
Surpassing 300,000 donors, the Fidelity Charitable community continued to prioritize generosity in 2022.
Markets Brief: European Stocks Shine Despite War in Ukraine
Resilient economies are helping European stocks outperform the U.S. market.
4 Key Medicare Changes for 2023
Medicare beneficiaries will see an improved enrollment process, increased vaccine coverage, and more.
Is China Unavoidable In 2023?
Several pro-growth changes occurred late last year that investors should not ignore.
International Stocks Due for a Comeback?
Valuations abroad are compelling. Here's where our pros have found opportunities.
Guardianship: A Complete Guide to Legal Guardians
Learning all you can about guardianship will help you feel confident in your decisions. In this guide, we’ll cover everything you should know about the importance of guardianship.
Will Disinflation Be Transitory?
Markets had largely expected the uptick, but the underlying components showed a more mixed inflation picture compared to the broad-based declines seen in prior months.
A Toolkit for the Worst-Case Scenario: Job Loss
How to deal with the blow and get back on your feet.
Yields Are Back, but Could Rise Further
We foresee potential price downside in domestic fixed income and even higher yields before the skies clear.
Two Steps Forward, One Step Back for Investors
What happens when companies or individuals get hit with bad news? We don’t just sit there and take it—we try to figure out how to get back on track.
How Soon Could the Federal Reserve Finish Hiking?
While ongoing increases might suggest two more rate increases, we now expect the Fed to hike rates by 25 basis points at its March meeting and then pause.
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.