
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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Transformative Tech: Will AI Upend the American Workforce?
Generative AI could complement two-thirds of jobs by helping workers complete tasks in less time.
How To Donate Illiquid Assets: 3 Tax-Savvy Giving Tips For Entrepreneurs
How can entrepreneurs avoid missing out on donating illiquid assets to charity?
How Filial Responsibility Laws Can Affect You
Are aware of filial responsibility law? Learn more about filial responsibility and five ways it may affect you.
2023 Client Satisfaction Survey Results
View the results from our 2022 Client Satisfaction Survey.
Why the Wisdom of the Market Crowd Beats AI
Despite all the promise of AI, I prefer to accept market prices rather than prices from algorithms.
Will the Debt Ceiling Aftermath Push Up Interest Rates?
Although rates have risen across the curve in recent weeks due to debt ceiling uncertainty, more hawkish Fed expectations, and resilient economic data, the overall macro landscape is one of slowing growth and receding inflation.
Can My SDIRA Invest In An LLC
A Limited Liability Company (LLC) is a popular alternative investment option for self-directed IRA (SDIRA) owners - in part because of the range of asset options available.
What Is A Donor-Advised Fund (DAF)?
A simple, flexible and tax-advantageous way to give to your favorite charities.
Four Overlooked Elements in Estate Plans
When creating an estate plan, there are details which seem minor but are actually very important.
Understanding Your Medicare Options
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they explain plan options.
Medicare: Turning 65 Checklist
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare. Here they share a checklist as you approach Medicare enrollment eligibility.
Beware Medicare: Why Is Medicare Funding A Big Problem?
For Americans planning for retirement, the obvious implication is to save and invest more. Beyond this, it has become increasingly necessary to have some assets outside of traditional 401(k)s and IRAs.
How To Plan for Rising Health Care Costs
See options on how to handle this large and somewhat unpredictable expense in retirement.
5 Ways To Protect Assets From Nursing Home Costs
Nursing home costs are exorbitantly expensive. Learn how to protect assets from nursing home costs.
Let the Compounding Commence!
Congratulations to the high school and college Class of 2023! We highly recommend this article to all graduates and their families and hope that it will encourage you to continue your personal and financial growth.
International Style
Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.
New Clean Vehicle Tax Credit Guidance Issued
The new clean vehicle tax credit may be available to help offset your cost to purchase certain electric, plug-in hybrid, and fuel cell vehicles.
Social Security Do-Over: Claim, Suspend, and Restart
Find out about a little-known do-over strategy to reset your claim and increase your monthly Social Security paycheck by up to 24%.
Is Contesting A Will Possible?
Contesting a Will can be a long process, but it’s certainly possible. We’ll explain when and how to do it the right way, if ever necessary.