The New Capital JOURNAL
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Guildeline: Key Benefits
Guideline is the 401K Americans need and deserve. See the many facets they manage to make saving achievable.
How Much Can you Save with a Guideline 401(k)?
How much can you save with a Guideline 401(k)? Examine the potential fees on retirement savings and investigate how Guideline offers such low fees.
Guideline: The Easy, Affordable 401(k) Employees Deserve
At Guideline, we’re creating a retirement Americans can look forward to.
Building Your Investment Strategy Using Riskalyze
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Expectations Are The Root Of All...
We pride ourselves in our respect for the markets. We believe that price is truth and that you need to approach investment analysis with humility, or you risk being humbled by the complexity of the markets.
How Riskalyze's Risk Analysis Software Works
The service that it provides allows advisors to ask their clients a list of questions related to financial risk and then assigns a number based on those answers.
New Riskalyze GPA™ Framework Includes Analysis
Today, we are thrilled to announce enhanced Riskalyze GPA™ analytics, including holdings-level GPAs. Now advisors can answer questions like "how can I easily determine the best investment in a given sector or category?"
The charitable opportunity with highly appreciated stock
Does your portfolio include long-term highly appreciated stock? It just may be the best asset to donate.
What is a donor-advised fund?
A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about.
IPOs: Profiles Are High. What About Returns?
Initial public offerings (IPOs) often attract media and investor attention, especially when familiar brands become broadly available to investors for the first time. New Dimensional research reveals some of the access and performance challenges that IPO investors face.
QUIZ: Is a donor-advised fund right for you?
There are many ways to give to charity. The chart below can help you decide which one is right for you.
The Future of Philanthropy
How are key trends in philanthropy actually impacting individual donors?
Video: Get Retirement Ready
How much should I save? When can I retire? What kind of lifestyle can I afford? We can help you create a comprehensive retirement plan on the RightCapital platform.
Video: Stay On Top of Your Financial Life
Access your finances anytime, anywhere with the RightCapital portal and mobile app.
Video: Benefits of a Tax Efficient Distribution Strategy
Learn how a Tax Efficient Distribution Strategy can help your financial future.
Video: Change Your Financial Future Today
A brief overlook of Right Capital’s services and benefits. Are you ready to change your financial future?
New Capital Adds Insurance Advisory Services
Working with our new partner DPL Financial Partners, an insurance "back office" provider, we are now able to provide detailed analysis of existing policies, and present and implement new term life insurance, permanent life insurance, variable annuity contracts, and other instruments.
The Randomness of Global Equity Returns
Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time
How to Help Your Clients Choose the Right 401(k) Plan
Okay, so maybe your client has asked you if they should offer a 401(k). Or maybe you’ve suggested that they offer one. Either way, do you really know how to help them pick the right plan? There are lots of variables to consider, so you’ll want to be familiar with all the angles.