The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Why The Fed Will Not Cut Interest Rates This Year
Vanguard's model anticipates that the Fed won't be in a position to cut rates until the middle of 2024.
Chart of the Week: Assets Performance (YTD)
Global stocks and bonds are strongly positive YTD with oil falling substantially.
How To Donate Illiquid Assets: 3 Tax-Savvy Giving Tips For Entrepreneurs
How can entrepreneurs avoid missing out on donating illiquid assets to charity?
How Filial Responsibility Laws Can Affect You
Are aware of filial responsibility law? Learn more about filial responsibility and five ways it may affect you.
Why the Wisdom of the Market Crowd Beats AI
Despite all the promise of AI, I prefer to accept market prices rather than prices from algorithms.
Can My SDIRA Invest In An LLC
A Limited Liability Company (LLC) is a popular alternative investment option for self-directed IRA (SDIRA) owners - in part because of the range of asset options available.
What Is A Donor-Advised Fund (DAF)?
A simple, flexible and tax-advantageous way to give to your favorite charities.
Understanding Your Medicare Options
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they explain plan options.
Medicare: Turning 65 Checklist
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they share a checklist as you approach Medicare enrollment eligibility.
How To Plan for Rising Health Care Costs
See options on how to handle this large and somewhat unpredictable expense in retirement.
5 Ways To Protect Assets From Nursing Home Costs
Nursing home costs are exorbitantly expensive. Learn how to protect assets from nursing home costs.
Let the Compounding Commence!
Congratulations to the high school and college Class of 2023! We highly recommend this article to all graduates and their families and hope that it will encourage you to continue your personal and financial growth.
International Style
Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.
Social Security Do-Over: Claim, Suspend, and Restart
Find out about a little-known do-over strategy to reset your claim and increase your monthly Social Security paycheck by up to 24%.
Is Contesting A Will Possible?
Contesting a Will can be a long process, but it’s certainly possible. We’ll explain when and how to do it the right way, if ever necessary.
The Stock Market vs. Stocks in the Market
If your wealth is highly concentrated in any one individual stock, take this opportunity to learn an important lesson: While many people think they know more than other investors, none of us knows more than the market.
Dimensional 2023 Matrix Book
Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.
True Diversification Calls for A Global Outlook
Picking the right countries, sectors, and securities (and getting the timing right) is virtually impossible to do consistently. That’s where consistent global diversification comes in.
You Can Make IRA Contributions At Any Age, But Should You?
Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation.