The New Capital JOURNAL
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
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
U.S.-China Trade War: Who Pays the Price?
The fundamental issue is the imbalance in this relationship; the goods and services trade deficit of $379 billion represented more than 60% of the total U.S. trade deficit. For years, U.S. officials have accused China of using unfair trade practices to maintain this imbalance, even as China has grown into a global economic powerhouse.
Retirement Confidence Increases for Workers and Retirees
Two-thirds of U.S. workers (67%) are confident in their ability to live comfortably throughout their retirement years (up from 64% in 2018). Worker confidence now matches levels reported in 2007 — before the 2008 financial crisis.
Portfolio & Market Review: April 2019
The month of April was a continuation of the strong market momentum we have experienced since the start of the year.
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.
A New Era of Workplace Communications: Will You Lead Or Be Left Behind?
As companies look to institute new strategies for business communications, team messaging and collaboration applications are increasingly becoming important elements of a broader strategy.
1040 Postmortem: Making Sense of Your Taxes and Withholding
The Tax Cuts and Jobs Act (TCJA), which passed in December 2017, made fundamental changes to the U.S. tax code, and 2018 returns were the first time most taxpayers could see the practical impact of these changes.
The Future of Social Security and Medicare: Here's What Trustees Are Projecting
The newest reports, released on April 22, 2019, discuss the current financial condition and ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA) for 2020.
Hedging for Different Market Scenarios
More investors are considering broadening their approach to diversifying equity risk to include strategies such as long duration bonds, managed futures, alternative risk premia, and tail risk hedging. However, it’s important for investors to know in what types of environments each strategy is more likely to work and in what environments each are likely to be less effective.
The Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.
How to Use Employee Benefits to Retain a Winning Team and Workplace Culture
When it comes to employee happiness, it’s no secret that benefits are high on the list of what matters. In a recent survey from Glassdoor, 57% of employees report that benefits and perks are a major factor in considering whether to accept a job offer.
What Are Some Good Investment Ideas
Before making any investment decisions, it’s wise to seek guidance from a financial advisor, who can help you carefully assess your long-term goals.
Investment Ideas: Go Global, Go Growth
One of the most important tools for investors to build a diversified portfolio is the ability to identify attractive investment opportunities across the world. As the global economy recovers, each region, country and sector is being shaped by their unique drivers at a slightly different pace.
Introducing Passive Pure Model Portfolios - Webinar Recording
Watch a recording of our webinar: Introducing Passive Pure Model Portfolios
VIDEO: The Future of Work
ServiceNow and Box, Inc., two industry-leading cloud services companies that drive digital transformation for enterprises across industries, announced they are integrating their platforms to provide customers with an enhanced collaboration and content management experience for their most important business processes.
VIDEO: The Box Story
What are the origins of Box? What problems are we solving? How can we help your business thrive? In this video, our experts walk you through all there is to know about Box.
VIDEO: Glip Instant Messaging for Business. Chat + Tasks Like Never Before
Glip is more than just instant messaging with integrations, it has all the tools you need to collaborate with your team built right into your conversations, so you don't have to waist time jumping from app to app at work anymore.
VIDEO: Introducing Glip
Glip's business messaging improves information sharing and reduces email clutter. Integrated task management, file sharing and calendaring tools help keep teams on the same page and on schedule.
Webinar Presentation Materials
Download presentation materials from the New Capital webinar: Introducing “Passive Pure” Model Portfolios