The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
What Is Really Going On With Real Assets?
2023 has seen more office conversion activity – while sometimes this can be easier said than done, it does suggest that there is an evolving opportunity in the office space for investors who can deploy additional capital.
Tracking Antarctica Sea Ice Loss in 2023
In 2022 and 2023, sea ice extent in Antarctica continued to reach record lows.
Our Most Important Assets
The large investment that we will make in Abby’s college education will not just accrue benefits to Abby and her family, but to society and to the world.
Practicing Healthy Habits, Pursuing Wealthy Outcomes
Good investing, like good health, requires long-term discipline and commitment.
Are Medicare Advantage Plans Really An Advantage?
Here are 8 questions to consider before you sign up.
Chart of the Week: Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad.
The 50 Most Valuable Companies in the World in 2023
Visualize the world’s top 50 publicly-traded companies by market cap, using data as of Aug. 16, 2023.
Think Twice about Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
20 IRA Mistakes to Avoid
From contributions to conversions to distributions, don’t fall into these traps.
3 SDIRA Mistakes to Avoid
Here are some common mistakes that even experienced investors make and how to avoid them.
What Is a Letter of Instruction?
A letter of instruction can help you pass your legacy to your loved ones.
Does “Made in America” Still Matter to Consumers?
A sample of 1,000 U.S. adults were questioned on whether they had favorable views of products from U.S. companies using American or Chinese labor and parts.
Real-Time Ratings Are More Dynamic than Fitch’s
Markets are forward-looking and the concerns that played into Fitch’s decision are not new information to most investors.
Cash Is No Longer Trash, but the Opportunity Cost Might Be Greater Than You Think
Are long-term investors losing out?
How Retirement Plans Can Aid Your Small Business Growth
New Capital offers Guideline’s 401(k) plans to clients for their businesses. If you are interested in exploring a new 401(k) plan for your business or in changing your current 401(k) plan provider, please let us know.
3 Reasons to Explore International Stocks Now
International stocks have been outperforming their U.S. counterparts recently, marking the possibility of a cyclical comeback.
Are probate records public?
Find out everything you need to know about probate records and what information goes under public record in this guide.
2Q23 Earnings: Resilient
The first half of the year turned out to be better than expected, with Europe dodging recession, China emerging from a multi-year lockdown and a tight U.S. labor market providing a boost to activity.
Why A Stock Peak Isn’t A Cliff
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling.
Spotlight On U.S. Fiscal Challenges
The move by Fitch Ratings to strip the U.S. government of its top-notch AAA credit rating again underscores the long-term challenges we see for the U.S. fiscal outlook.