The New Capital JOURNAL
Financial news, views, advice, and guidance.
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How Much Can you Save with a Guideline 401(k)?
How much can you save with a Guideline 401(k)? Examine the potential fees on retirement savings and investigate how Guideline offers such low fees.
Guideline: The Easy, Affordable 401(k) Employees Deserve
At Guideline, we’re creating a retirement Americans can look forward to.
Market Week: September 30, 2019
Investors were hit with potentially worsening trade tensions between the United States and China, along with political uncertainty following the House's impeachment inquiry proceedings against President Trump.
Market Week: September 23, 2019
Following three consecutive weekly gains, stocks closed down last week.
Taxation and Property, Casualty, and Liability Insurance
In the wake of Tropical Storm Imelda, you or others may have sustained property damage, which may have tax implications.
On Capital
While false, ugly, and bad news abounds these days, I am also seeing signs that more and more people now recognize that preservation and growth of all forms of valuable capital are vital to the future.
Planning for Earned Income in Retirement
Many people now work into their retirement years, with implications for Social Security and other retirement benefits.
Five Questions About Long-Term Care
Many clients ask us about long-term care insurance. This is a complex and challenging marketplace. We may be able to help.
Trade Wars
The President of the United States has recently raised tariffs yet again on Chinese products entering the United States, has demanded that US companies cease doing business in China, and has asserted that he has the right to enforce the latter.
Upside Down: What Does the Yield Curve Suggest About Growth?
The yield curve at the beginning of 2017 reflected strong optimism about future growth, while the curve on August 14, 2019, suggested a much more pessimistic outlook.
Why You Need Life Insurance
September is Life Insurance Awareness Month, a good time to evaluate your life insurance needs and review your life insurance coverage.
Building Your Investment Strategy Using Riskalyze
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Expectations Are The Root Of All...
We pride ourselves in our respect for the markets. We believe that price is truth and that you need to approach investment analysis with humility, or you risk being humbled by the complexity of the markets.
How Riskalyze's Risk Analysis Software Works
The service that it provides allows advisors to ask their clients a list of questions related to financial risk and then assigns a number based on those answers.
New Riskalyze GPA™ Framework Includes Analysis
Today, we are thrilled to announce enhanced Riskalyze GPA™ analytics, including holdings-level GPAs. Now advisors can answer questions like "how can I easily determine the best investment in a given sector or category?"
Survey Details Back-to-School Spending for 2019
The National Retail Federation (NRF) and Proper Insights & Analytics recently released a survey detailing back-to-school spending for the 2019 school year. The survey looks at how American families plan to shop for clothing, supplies, and other items for the school year.
Refinancing Your Mortgage
When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.