
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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What is the Cost of Extreme Weather?
2021 has already been marked by a series of extreme and catastrophic weather events, prompting policy makers to focus on more resilient infrastructure and investments to mitigate climate change, which has meaningfully exacerbated extreme weather events.
'Everything Screams Inflation.’ How to Interpret the Headlines
A look at headlines from the past 50 years shows the difficulty of timing markets around inflation expectations. Investors may be better served sticking to a long-term plan.
Why We Fight About Money
You have to understand what you’re really fighting about to make peace.
An Action Plan for Long-Term Care
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.
How Potential Tax Reform in 2021 Could Affect Your Charitable Giving
Tax incentives may help you to give more than you could otherwise and provide even more resources to causes you care about.
What Do Higher Wages Mean for Corporate Profits?
Where things go from here will continue to depend on the trajectory of earnings – investors should use profits as a guide when positioning equity portfolios for a post-pandemic world.
A Midyear Update on our Economic and Market Outlook
Macroeconomic indicators signal that the global economy is rebounding faster than many had expected from its sharpest contraction in modern history.
What's Boosting Value Stocks?
The same forces driving higher consumer prices are also helping lower-priced stocks.
Are Concerns About Inflation Inflated?
US consumer prices were up by 5.4% for the year ending June 2021, the largest annual increase since August 2008. Naturally, inflation is at the center of attention for many US investors.
Don't Be Dogmatic About Retirement-Portfolio Withdrawals
In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.
How To (NOT) Leave Behind A Smaller Legacy and Pay More Taxes
For high net worth individuals, the surest way to leave behind a smaller legacy is to ignore gift and estate tax planning.
Charitable Remainder Trusts: Charitable Giving While Generating Income
A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities.
What’s the Federal Reserve’s Outlook for Monetary Policy?
We continue to expect yields will grind higher through the end of the year and strong economic growth accompanied by still relatively accommodative monetary policy will provide support to equity markets.
As Policy Tightens, Expect Only Modest Yield Rises
We find that central bank policy rates and interest rates more broadly are likely to rise, but only modestly, in the next several years.
Inflation: An Exchange Between Eugene Fama and David Booth
Dimensional Founder David Booth talked with Nobel laureate Eugene Fama about inflation and how investors should think about it in their portfolios.
Clearing Up QCD Confusion
As this strategy becomes more commonplace, so do questions about how to execute it.
Why Bother With International Investing Now?
If you’re overweight U.S. stocks, you’re not exactly putting all of your eggs in one basket, but you’re definitely loading one up dangerously close to the brim.
Donors Bet On Multifaceted Solutions to the World’s Great Challenges
Globalization, interconnectedness and ready access to information already have impacted the ways in which donors think about the world’s greatest challenges and how to address them.
The Coming Drivers of Inflation
Inflation expectations can have a self-fulfilling nature; as individuals and businesses expect to pay higher prices, they expect to be paid more themselves.