
The New Capital JOURNAL
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Dimensional’s Takes on the Biggest Topics of 2021
From addressing the challenges of inflation and all-time market highs to ESG investing and GameStop, here is a look at some of the best original pieces published by Dimensional this year around some of the industry’s hottest topics.
How Climate Change is Changing Homeownership
Climate change will affect insurance rates, the areas where we choose to live and even how we build and renovate our homes.
Can You Refuse an Inheritance?
You cannot be forced to accept an inheritance you don’t want, however, what happens to the inheritance after you reject, or “disclaim” it depends on a number of things.
The Fed Pivots to Fight Inflation
The Fed's current plan is aimed at slowing inflation by returning to a more neutral monetary policy.
Year End Planning
Time is running out! The following topics were discussed on our Year-End Planning webinar last week. If any of these are of interest, please let us know as soon as possible.
Year End Market Review & Planning - Webinar Recording
Watch a recording of our webinar: Year End Market Review & Planning presented by Leonard Golub, CFA, and Jaycee Smalley, CFP®
Commodities: Inflation Hedge or Fool's Gold?
The premium for inflation insurance may exceed the risk of inflation itself.
What Will You Pay for Medicare in 2022?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2022.
Why the Fed Changed Its Tune On Rates
Federal Reserve officials are closing out 2021 with a hard pivot toward a more-aggressive pace of interest-rate increases next year in response to a strengthening job market and unexpectedly stubborn inflation pressures.
NCM360 Access - Schedule Your Session
Schedule your 15-minute access session to get your access instructions and a quick tutorial on the NCM360 system.
Retirement Plan Limits on the Rise in 2022
Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout thresholds for IRA deductibility and Roth contributions.
“Build Back Better” Tax Changes Look To Be Muted
The investing world was abuzz with potential changes to taxes laid out in President Biden’s multi-trillion-dollar spending plan. Here’s a quick summary of where the latest proposals stand.
Bigger Gifts to Charities, Bigger Tax Deductions in 2021
Charitable giving feels good. So does reducing your tax bill. The CARES Act provides an opportunity to do more of both in 2021.
Are All Global Central Banks on the Move?
While monetary policy normalization is beginning, it will unfold gradually over time, with rates moving from low levels. This is unlikely to pose a threat to global reflation, supporting global equities.
Market Perspectives: December 2021
Vanguard December market perspectives offers global economic and security returns forecasts.
New College Cost Data for 2021-2022 Academic Year
Over the past decade, average tuition, fees, room, and board costs have increased 11% at public colleges and 14% at private colleges over and above general inflation.
Missing the Market’s Best Days
The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index.
Social Security Announces Biggest COLA in Decades
The Social Security Administration has announced a 5.9% cost-of-living adjustment for 2022 - the largest increase since 1983.
Supply-Chain Chaos: Holiday Edition
Retailers have warned consumers that product shortages and shipping delays will continue — and perhaps worsen later in the season.
Why Are Rates Moving, Just Not Higher?
We still expect long nominal rates to gradually move higher in the months ahead driven by real yields realigning with above-trend real economic activity.