
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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What's Boosting Value Stocks?
The same forces driving higher consumer prices are also helping lower-priced stocks.
New Global Tax Accord Takes Shape
After more than four years of international negotiations, 132 countries recently agreed to a new plan to reform international tax laws.
Are Concerns About Inflation Inflated?
US consumer prices were up by 5.4% for the year ending June 2021, the largest annual increase since August 2008. Naturally, inflation is at the center of attention for many US investors.
Types of Home Improvement Loans
You have more home improvement loan options than you probably realize, so let’s take a look at the different ways to finance your next renovation project.
Welcome Janelle Saunders
Please join us in welcoming Janelle Saunders to New Capital Management. Janelle will be assuming the Administrative Coordinator position.
Don't Be Dogmatic About Retirement-Portfolio Withdrawals
In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.
Should You Be Concerned About Inflation?
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade.
Hostage Data: Ransomware and Protecting Your Digital Information
While major ransomware syndicates focus on more lucrative targets, plenty of cybercriminals prey on individual consumers.
Re-Growth: Summer 2021 Road Trip
I truly believe that it is these words, and this philosophy, which sit at the heart of what we at New Capital try to help our clients achieve - the hope of life, liberty, and happiness - and that your own life represents your own assertion of these vital things.
How To (NOT) Leave Behind A Smaller Legacy and Pay More Taxes
For high net worth individuals, the surest way to leave behind a smaller legacy is to ignore gift and estate tax planning.
Charitable Remainder Trusts: Charitable Giving While Generating Income
A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities.
Federal Student Loan Interest Rates Set to Increase for 2021-2022
After two years of decreases, interest rates on federal student loans are set to increase almost a full percentage point for the 2021-2022 school year.
Making Medical Decisions during Incapacity
Creating a plan for your healthcare can give you the peace of mind that, even in the worst of situations, your loved ones will know what you wanted to occur clearly and be able to go forward in following your wishes.
What’s the Federal Reserve’s Outlook for Monetary Policy?
We continue to expect yields will grind higher through the end of the year and strong economic growth accompanied by still relatively accommodative monetary policy will provide support to equity markets.
As Policy Tightens, Expect Only Modest Yield Rises
We find that central bank policy rates and interest rates more broadly are likely to rise, but only modestly, in the next several years.
Retaining Assets While Being Medicaid Eligible
You can save some assets for a spouse and qualify for Medicaid using strategies from an Elder Law or Medicaid Planning Attorney.
How Are Workers Preparing for Retirement?
The majority of workers, young and old, are at least somewhat confident in their retirement preparations.
New Capital 2021 Intern: Ashley Yen
Meet the 2021 New Capital Summer Intern, Ashley Yen. She summarizes and reviews several interesting economic infographics from Visual Capitalist.
Inflation: An Exchange Between Eugene Fama and David Booth
Dimensional Founder David Booth talked with Nobel laureate Eugene Fama about inflation and how investors should think about it in their portfolios.
Should I Refinance Now?
Due to a variety of market-based factors, interest rates remain near historically low levels, providing a refi-friendly environment for those who’ve yet to get in on the act.