
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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Clearing Up QCD Confusion
As this strategy becomes more commonplace, so do questions about how to execute it.
Is It Better To Give Or Let Kids Inherit?
Not every family can afford to give their children an advance on their inheritance, but for those who can, there are some things to consider.
Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
Some supply constraints may ease in the coming months, but other problems could take longer to resolve.
Why Bother With International Investing Now?
If you’re overweight U.S. stocks, you’re not exactly putting all of your eggs in one basket, but you’re definitely loading one up dangerously close to the brim.
Donors Bet On Multifaceted Solutions to the World’s Great Challenges
Globalization, interconnectedness and ready access to information already have impacted the ways in which donors think about the world’s greatest challenges and how to address them.
Crisis Averted? Financial Help for Struggling Renters and Landlords
The March 2021 federal stimulus bill added almost $22 billion in housing assistance to the $25 billion previously allocated by Congress.
The Coming Drivers of Inflation
Inflation expectations can have a self-fulfilling nature; as individuals and businesses expect to pay higher prices, they expect to be paid more themselves.
Getting Hot in Here: 2021 Summer Market Preview
The current state of low mortgage rates has made house hunters ready to pounce on almost any home that comes on the market, and that’s driving up prices.
Retirement Confidence Remains Strong, Despite Pandemic
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement.
How Might the American Jobs Plan Impact the Municipal Bond Market?
With state and local fundamentals well supported by direct and indirect federal aid and a rapidly improving economy, rich valuation across the municipal bond market are likely to persist.
What is an Advance Directive and Why Do I Need One?
Advance directives are a legal document that expresses a person’s decisions related to end-of-life care.
American Families Plan Would Provide Benefits for Some, More Taxes for Others
The American Families Plan includes $1.8 trillion in proposed investments and tax credits for American families and children over a period of 10 years, as well as tax increases for those who earn more than $400,000 annually.
Market Perspectives: May 2021
The somewhat earlier-than-expected direct payments alongside a continued strong pace of vaccinations point to the U.S. economy growing above the 5% we had previously anticipated in the first quarter.
Why Investors Might Think Twice About Chasing the Biggest Stocks
Expectations about a firm’s prospects are reflected in its current stock price. Positive news might lead to additional price appreciation, but those unexpected changes are not predictable.
Rising Inflation: Where Will It Go from Here?
In March 2021, the Consumer Price Index for All Urban Consumers rose 0.6%, the largest one-month increase since August 2012.
Common Mistakes when Making Beneficiary Designations
No matter what kind of estate plan you use, your plan can be undone by some common mistakes when making beneficiary designations.
Why Wall Street Issues So Many Buy Recommendations
Underlying causes include business pressures, investor expectations, and research habits.
What the CARES Act means for your charitable giving in 2021
Understand how the new stimulus package may impact your charitable contributions in the 2021 tax year.
Green Mortgages For A Green Home
An Energy Efficient Mortgage (EEM) can be used both to purchase or to refinance a home that is already certified as energy-efficient, as well as to finance the upgrades required to make a home energy efficient.