The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Vanguard’s Head of Bonds Shares Perspective on Recent Bank Closures
With all the recent headlines about bank failures, we asked Sara Devereux, global head of Vanguard Fixed Income Group, for her perspective on what happened with the banks, how our bond portfolios fared in the market tumult that followed, and how well positioned those portfolios are for future volatility.
Types of Taxes that Can Affect Your Inheritance
Receiving an inheritance? Here are 3 types of taxes that may affect your inheritance.
How the 3 10-Year Rules Work for Inherited IRAs
Rules work differently for each class of beneficiary.
LGBTQIA+ Estate Planning: Understanding Issues that Impact
Review unique estate planning issues that impact the LGBTQIA+ community.
What the SVB Closure May Mean for Markets
The closure is unlikely to trigger a crisis, but may have other impacts.
Navigating the Current Debt Limit Episode
Debates over federal fiscal policy and rising debt levels, along with continued differences in views of government spending priorities, have led to a series of contentious debt limit episodes in recent years.
Important Life Lessons for Everyone to Know
Here are some important life lessons to remember and share with others.
What’s Your True Net Worth?
People are naturally concerned about their own lifetime financial experience, but maybe even more about the financial future of the people they’ll leave behind.
Term Life Insurance vs Whole Life Insurance: What You Need to Know
Making a decision on what kind of life insurance to get is crucial. Learn the differences between term life and whole life insurance here.
How Does an SEP Plan Work?
A Simplified Employee Pension (SEP) can enable you to save just as much for retirement as you would be able to save through a more costly and complex 401(k) plan.
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.