The New Capital Journal
Financial news, views, advice, and guidance.
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Investing During An Uncertain Election Year
5 takeaways for investors navigating the markets right now.
IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for Beneficiaries
What to know about the impact on investors who own Roth accounts, IRAs, and employer plans.
5 steps to help instill positive values in your kids through service
Many parents hope positive values like kindness, generosity, and empathy are instilled in their child through giving back and volunteering.
The Rebirth of American Manufacturing: Growth and Innovation
While manufacturing activity in the U.S. has largely been in structural decline since the late 1970’s, the makings of a manufacturing renaissance may be starting to emerge.
Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point
The market rally that began in the second half of 2023 carried over to the first half of 2024, even as inflation fell slightly and the Fed kept rates steady.
Tax Hikes May Be Coming
With election uncertainty it's important to plan for a variety of tax scenarios. Learn what you can do now to prepare in case rates rise in the next 2 years.
Dimensional 2024 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.
Navigating Uncertainty: A Post-College Road Map
You can thrive in a world of uncertainty and create a life that is uniquely your own.
Fidelity Charitable 2024 Giving Report
More than 322,000 Fidelity Charitable donors made 2023 our most impactful year to date, granting a record-breaking $11.8 billion to charities around the world.
Jump-Start A Roth IRA With A 529 Rollover
Certain 529 plan distributions that are directly rolled over to the plan beneficiary’s Roth IRA will not be subject to the additional tax.
I’m 65 and Still Working. Should I Enroll in Medicare?
How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.
How Much Does A Funeral Really Cost?
Depending on the type of funeral service you are having, the cost can vary significantly.
Q1 Quarterly Market Review
This report features world capital market performance and a timeline of events for the past quarter.
What I See When I Watch Basketball
What I love is witnessing an arena full of athletes trying their absolute hardest, working together to achieve a common goal.
529s – An Option for Education AND Retirement
The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.
Blended Family Estate Planning: Challenges, Tips, and Mistakes To Avoid
Estate planning strategies change along with shifting family dynamics.
Social Security Is Taxable? Don’t Be Caught Off Guard.
Here’s how to determine what you owe this tax season.
Parenting and Philanthropy - Growing the Next Generation of Givers
When it comes to parenting, charitable giving can act as a catalyst for instilling kindness, empathy, and the value of philanthropy in the next generation.
Many Happy Returns
I believe that the key to successful investing is to cultivate a long-term perspective, where you think in decades, not days.