
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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How Aggressive Will the Federal Reserve (Fed) Tighten Monetary Policy?
We expect 0.50% increases at the June and July meeting, and for further 0.25% increases thereafter, suggesting a year end Fed funds target range of 2.50-2.75%.
Central Banks Have A Short Runway For A Soft Landing
Three factors will determine whether central banks can navigate a soft landing of continued growth with prices rising at acceptable levels, or whether they miss an uncomfortably short runway.
First Quarter Update & Market Review - Webinar Recording
Watch a recording of our webinar: First Quarter Update & Market Review presented by Leonard Golub, CFA.
The Resilience of Markets Through Dark Times
With the conflict in Ukraine, we may still see more volatility and fear impact markets, but in terms of investor portfolios, the message is perhaps bland, but comfortingly so. Stay the course with a diversified portfolio and keep a long-term perspective, however difficult that may be.
What You Shouldn’t Put in your Will
We often talk about different estate planning vehicles and about what types of provisions and powers should be including in your estate plan. Let’s talk about what you shouldn’t put in your will, or at least, not without a lot of thought and care.
Required Distributions: Changes You Need to Know
The RMD 10-year rule substantially reduces the ability of most nonspouse beneficiaries to stretch distributions from an inherited defined contribution plan or IRA after the death of the original owner.
Are You Approaching Medicare Enrollment Age (Or Already Enrolled) and Have Questions or Need Some Guidance?
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare.
The SEC's Proposed Climate-Risk Rule Helps All Investors
The proposed rule would help public companies come to terms with their climate-related risks and focus their attention on how they are going to manage them.
Federal Student Loan Repayment Postponed for Sixth Time
The U.S. Department of Education recently announced a record sixth extension for federal student loan repayment, interest, and collections, through August 31, 2022.
Don't Get Hooked By These Financial Scams
Learn the best ways to safeguard your personal information—and your money.
Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?
There’s no strong evidence that dividend stocks have delivered superior inflation-adjusted performance during periods of high inflation or rising interest rates.
VIDEO: The Social Security Statement Gets a Makeover
The personal social security statement has been redesigned for the first time. The new design is shorter, uses visual elements and include fact sheets tailored to a person's age and earning history.
What Are The Opportunities In Sustainable Transportation?
Investors ought to think beyond just EVs to the ecosystem around them for opportunities. This includes batteries, EV chargers, and electrification of the energy grid.
Are You Satisfied With Your 401(k) Plan?
New Capital now offers Guideline’s 401(k) plans to clients for their businesses.
A Welcome End to a Low-Rate Era
Vanguard has emphasized for months that markets have underestimated just how high the Federal Reserve might need to raise its key interest rate target to quell inflation.
Just How Hot Is The Labor Market?
The March employment report contained a host of figures pointing to the strength of the U.S. labor market.
Is the Russia-Ukraine War a Threat to the Global Economy?
Russia and Ukraine account for only about 2% of global gross domestic product, but high energy prices and supply shocks caused by the war could have a far-reaching impact on a global economy that has not fully recovered from the pandemic.
Cybersecurity: A Growing Risk
The threat of Russian cyberattacks highlights vulnerabilities across industries.
How to Give to Charity with your Equity Awards in a tax-smart way
If you receive equity awards as part of your compensation, there’s a strategy you can use year-round that can potentially minimize your taxes from a high-income year, reduce overconcentration of company stock in your portfolio, and, best of all, give back to the causes that matter most to you.