
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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Navigating the Current Debt Limit Episode
Debates over federal fiscal policy and rising debt levels, along with continued differences in views of government spending priorities, have led to a series of contentious debt limit episodes in recent years.
Important Life Lessons for Everyone to Know
Here are some important life lessons to remember and share with others.
The US National Debt
Included are two articles focusing on the US National Debt: “The Debt Ceiling and Deficit Spending”; and “What is the US National Debt and How Has It Grown Over Time?”
What’s Your True Net Worth?
People are naturally concerned about their own lifetime financial experience, but maybe even more about the financial future of the people they’ll leave behind.
Term Life Insurance vs Whole Life Insurance: What You Need to Know
Making a decision on what kind of life insurance to get is crucial. Learn the differences between term life and whole life insurance here.
How Does an SEP Plan Work?
A Simplified Employee Pension (SEP) can enable you to save just as much for retirement as you would be able to save through a more costly and complex 401(k) plan.
Fidelity Charitable 2023 Giving Report
Surpassing 300,000 donors, the Fidelity Charitable community continued to prioritize generosity in 2022.
Markets Brief: European Stocks Shine Despite War in Ukraine
Resilient economies are helping European stocks outperform the U.S. market.
4 Key Medicare Changes for 2023
Medicare beneficiaries will see an improved enrollment process, increased vaccine coverage, and more.
Is China Unavoidable In 2023?
Several pro-growth changes occurred late last year that investors should not ignore.
Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
The RMD rules are designed to spread out the distribution of your entire interest in an IRA or plan account over your lifetime.
Investments 101
Investments 101 is New Capital's foundational training session for clients to better understand markets and investments.
International Stocks Due for a Comeback?
Valuations abroad are compelling. Here's where our pros have found opportunities.
Guardianship: A Complete Guide to Legal Guardians
Learning all you can about guardianship will help you feel confident in your decisions. In this guide, we’ll cover everything you should know about the importance of guardianship.
Will Disinflation Be Transitory?
Markets had largely expected the uptick, but the underlying components showed a more mixed inflation picture compared to the broad-based declines seen in prior months.
A Toolkit for the Worst-Case Scenario: Job Loss
How to deal with the blow and get back on your feet.
Yields Are Back, but Could Rise Further
We foresee potential price downside in domestic fixed income and even higher yields before the skies clear.
Ways to Give: Earthquakes in Turkey & Syria
On February 6, a massive 7.8-magnitude earthquake—followed by a series of major aftershocks that included a quake with a magnitude of 7.5—struck southern Turkey and Syria, causing widespread damage and loss of life.
Two Steps Forward, One Step Back for Investors
What happens when companies or individuals get hit with bad news? We don’t just sit there and take it—we try to figure out how to get back on track.