The New Capital JOURNAL
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Data Breaches: Tips for Protecting Your Identity and Your Money
Large-scale data breaches are in the news again, but that's hardly surprising. Breaches have become more frequent — a byproduct of living in an increasingly digital world.
2018 Tax Filing Data Shows Need to Review Withholding
The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year.
What Is The Purpose of Financial Planning?
What is the Purpose of Financial Planning? Jaycee Smalley discusses why a Financial Planner is a crucial partner in your financial future.
The Future of Philanthropy
How are key trends in philanthropy actually impacting individual donors?
Planning for Travel
From financial considerations, safety, health care, and planning for the unexpected, reduce the inevitable stress that accompanies traveling by preparing yourself as thoroughly as possible.
Mid-Year Market Review & Factor Evaluations - Webinar Recording
Watch a recording of our webinar: Mid-Year Market Review & Factor Evaluations
CBO Report Looks at Effect of Raising the Federal Minimum Wage
What effect would a wage increase have on wage earners, families, employers, and the economy? The Congressional Budget Office released a new report that examined the impact of raising the federal minimum wage and how this would affect employment and family income.
Planning for Succession of a Business Interest Flowchart
One of the important decisions a business owner must face is when and how to step out of the business–in other words, business succession planning.
Portfolio & Market Review: Q2 2019
The second quarter was full of ups and downs for stocks as investors had plenty to worry about.
Understanding Risk
Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined.
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.
Federal Student Loan Interest Rates Decrease for 2019-2020
For the first time in three years, interest rates on federal student loans will decrease for the 2019-2020 academic year. The lower rates apply to new federal student loans made on or after July 1, 2019, through June 30, 2020.
Webinar Invitation: Mid Year Update on Portfolio Performance - July 11th
Stocks have rebounded in the first half of 2019, and bonds have rallied as well. Still, concerns and fears remain prevalent in the market, value and international stocks have under-performed, inflation is quiet, and the yield curve has turned negative. Register now!
New eSignature Service for Fidelity Money Transfers
Fidelity now offers eSignature service for money movement transactions through DocuSign.
New IRS Guidance on State and Local Tax Refunds
If you received a federal tax benefit from deducting state and local taxes as an itemized deduction in a prior taxable year and you recover all or a portion of those taxes in the current taxable year, you may need to include a portion of the recovery in gross income.
Portfolio & Market Review: May 2019
The strong market rally of 2019 came to a screeching halt in May as investors dealt with renewed worries of an escalating trade war between the US and China.