
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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How Aggressive Will the Federal Reserve (Fed) Tighten Monetary Policy?
We expect 0.50% increases at the June and July meeting, and for further 0.25% increases thereafter, suggesting a year end Fed funds target range of 2.50-2.75%.
Central Banks Have A Short Runway For A Soft Landing
Three factors will determine whether central banks can navigate a soft landing of continued growth with prices rising at acceptable levels, or whether they miss an uncomfortably short runway.
The Resilience of Markets Through Dark Times
With the conflict in Ukraine, we may still see more volatility and fear impact markets, but in terms of investor portfolios, the message is perhaps bland, but comfortingly so. Stay the course with a diversified portfolio and keep a long-term perspective, however difficult that may be.
Are You Approaching Medicare Enrollment Age (Or Already Enrolled) and Have Questions or Need Some Guidance?
New Capital has partnered with Medicare BackOffice to help clients navigate Medicare.
The SEC's Proposed Climate-Risk Rule Helps All Investors
The proposed rule would help public companies come to terms with their climate-related risks and focus their attention on how they are going to manage them.
Don't Get Hooked By These Financial Scams
Learn the best ways to safeguard your personal information—and your money.
Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?
There’s no strong evidence that dividend stocks have delivered superior inflation-adjusted performance during periods of high inflation or rising interest rates.
What Are The Opportunities In Sustainable Transportation?
Investors ought to think beyond just EVs to the ecosystem around them for opportunities. This includes batteries, EV chargers, and electrification of the energy grid.
Are You Satisfied With Your 401(k) Plan?
New Capital now offers Guideline’s 401(k) plans to clients for their businesses.
A Welcome End to a Low-Rate Era
Vanguard has emphasized for months that markets have underestimated just how high the Federal Reserve might need to raise its key interest rate target to quell inflation.
Just How Hot Is The Labor Market?
The March employment report contained a host of figures pointing to the strength of the U.S. labor market.
Cybersecurity: A Growing Risk
The threat of Russian cyberattacks highlights vulnerabilities across industries.
How to Give to Charity with your Equity Awards in a tax-smart way
If you receive equity awards as part of your compensation, there’s a strategy you can use year-round that can potentially minimize your taxes from a high-income year, reduce overconcentration of company stock in your portfolio, and, best of all, give back to the causes that matter most to you.
Five Things I Know about Investing
French develops a flexible and comprehensive framework for portfolio design using the global average of all investors and the global portfolio of all stocks, bonds, and other financial assets as reference points.
Should You Tap Your Retirement Account to Buy a Home?
We run down the taxes, penalties, and other risks of using retirement assets for a home purchase.
All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
Against the backdrop of inflation, the monetary policy response of the US Federal Reserve has become the center of attention for many US and global fixed-income investors.
20 IRA Mistakes to Avoid
From contributions to conversions to distributions, don't fall into these traps.
Should I Worry About Russia/Ukraine Tensions Impacting Markets?
Volatility may stay elevated for a bit longer, as investors look for confirmation that the new equilibrium between Russia and the West does not involve a disruption to commodity supply.
Ukraine and the Changing Market Environment
When we examine major geopolitical events over the past 60 years, we found that while equity markets often reacted negatively to the initial news, geopolitical sell-offs were typically short-lived and returns over the following 6- and 12-month periods were largely in line with long-term average returns.
What Does the Ukraine Crisis Mean for Markets?
Investors should stay calm despite the conflict between Russia and Ukraine.