The New Capital JOURNAL
Financial news, views, advice, and guidance.
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The Right Thing, Not the Easy Thing
New entrants into the field of systematic investing must look for ways to differentiate themselves.
How Charitable Donors Can Support the Arts
How can donors deploy charitable capital at the intersection of today's pressing issues and the arts?
Social Security Retirement Benefits: Frequently Asked Questions
Deciding when to collect Social Security (SS) retirement benefits can be difficult. Enclosed are the top questions and answers to help you make your decision.
Which Sectors Perform Best Around an Election?
Looking at sector performance after each presidential election since 2000, there is Little discernible pattern based on the election outcome.
Embracing a Global Stock Market
U.S. stocks have significantly outperformed international stocks in recent years. Does that make international stock diversification unnecessary? Not at all.
An Exceptional Value Premium
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents.
The Current Food Crisis in America: Helping for Short and Long-Term Needs
Due to COVID-19, food insecurity rates increased overnight, with projections that the impact could lead to 1 in 6 Americans going hungry, including 1 in 4 children.
Is the Stock Market Divorced From Reality?
How can stock prices flirt with new highs while the news is so discouraging?
Envisioning a Post-Pandemic Future
Although some implications of the post-pandemic world are evident, others, for now, are more opaque.
Foreign Stocks' Lost Decade
The question isn't "will foreign stocks come back?" It's a matter of when.
Avoiding a Long-Term Financial Crisis After COVID-19
Research analysts suspect that we've safely averted much of what would result in a long-term financial crisis during the COVID-19 economic downturn.
Where do we stand in the economic recovery?
This week, initial claims for unemployment insurance fell below one million for the first time since March, and retail sales eclipsed the pre-pandemic levels seen earlier this year.
Sustainable Investing Resources
72% of the U.S. population is interested in sustainable investing, yet many investors still find the space confusing.
Supporting Racial Equity
Across the country, communities are demanding an end to racial injustice and systems of oppression.
Fidelity Debit Card Text Alerts
Fidelity Debit Card owners have been automatically enrolled in Fidelity's 2-Way Connect text alerts. Notifications will be sent, in real-time, to alert of possible fraudulent transactions. Clients are able to respond directly to the text to confirm the transaction or report as fraudulent.
David Booth on Value and Values
History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.
Understanding the 4 Key Annuities Types
Annuities can offer valuable protection against outliving your assets, but they can also be high-cost and complicated. We dig into some pluses and minuses.
Dynamic spending: A better way to budget in retirement
If you are close to retirement or already retired, market unpredictability can pose significant concern - but it doesn't have to.
Is the U.S. recession over?
The gradual yet bumpy reopening and rebound in economic activity begs the question: Is the recession over?
2020 Midyear Outlook
The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability.