
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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Have U.S. Equities Rallied Too Much?
Beneath the surface are two market dynamics: the megacap tech stocks, which account for the lion’s share of positive market performance year-to-date, and everything else.
Midyear Economic Outlook: Sticky Inflation Most Everywhere
Get updates on our 2023 outlook for growth, inflation, and central bank policies, plus 10-year asset class return forecasts.
The Legacy of Harry Markowitz
Reflecting on the man who built investing’s foundation: Modern Portfolio Theory.
U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
Three important developments occurred recently in the world of federal student loans.
VIDEO: The Fed's Rate Moves and Inflation
The Fed has initiated this rapid series of rate increases, the fastest set of increases since the 1980’s, in an attempt to slow the economy and bring down red-hot inflation.
Market Perspectives
Our global survey of economic conditions features a look at divergent expectations for the key U.S. interest rate.
Who Should Be My Beneficiary?
Deciding who should be your beneficiary may be a no-brainer for some people. But for others, it might be a bit more difficult.
Estate Planning For Families With LGBTQ+ Loved Ones
Frank conversations and some extra planning may be necessary.
Was The June FOMC Meeting A Fed Pause Or Hawkish Skip?
The announcement made it clear that the committee still needs more compelling evidence that inflation is under control and could very well tighten at least once more this summer.
Guide to Setting Up a Family Trust
How does a Family Trust work? Are there different kinds? And how can you set up your own Family Trust? Use this step-by-step guide to get started!
Investing Your IRA In Real Estate
Investors have long pursued real estate investments for accumulating and growing wealth.
Is The Fed Getting Inflation Wrong?
Falling energy and electricity prices helped disinflation in headline CPI, which rose just 0.1% on the month, while stickiness in shelter, used cars and transportation services kept core inflation steady at 0.4%.
Chart of the Week: Stocks vs. Inflation
History shows that stocks tend to outpace inflation over time—a valuable reminder for investors concerned about rising prices.
Money Mindfulness Meditation: Hindrance - Webinar Recording
Thank you to all of you who were able to join us for this session of Money Mindfulness Meditation: Hindrance.
Why Roth IRAs Rock
Investors have more ways than ever to fund Roth accounts under the Secure Act.
Survivor’s Trusts: What You Need to Know
A Survivor's Trust is a sub-trust created when one spouse in a Joint Trust passes away.
Estate Planning for Singles
Estate planning addresses medical and financial decisions for an incapacitated person, not just where you leave property when you die. For singles, these may be more complex questions to answer.
Why The Fed Will Not Cut Interest Rates This Year
Vanguard's model anticipates that the Fed won't be in a position to cut rates until the middle of 2024.
Chart of the Week: Assets Performance (YTD)
Global stocks and bonds are strongly positive YTD with oil falling substantially.