The New Capital JOURNAL
Financial news, views, advice, and guidance.
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What Will You Pay for Medicare in 2020?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2020 if you're enrolled in Original Medicare Part A and Part B.
Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.
Market Month: November 2019
Stocks grew for the third straight month as each of the benchmark indexes listed here posted solid returns in November.
Market Week: November 25, 2019
The market's run of weekly gains ended last week as each of the benchmark indexes listed here lost value.
Fidelity to begin offering Health Savings Accounts (HSA)
HSA’s are a great way for individuals to pay for qualified medical expenses in a tax-advantaged way and are designed to work together with high-deductible health plans (HDHP)
College Cost Data for 2019-2020 School Year
Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends.
Fidelity Charitable 2019 Giving Report
The 2019 Fidelity Charitable Giving Report is a snapshot of more than 200,000 generous donors.
IRA and Retirement Plan Limits for 2020
You can contribute to both a traditional IRA and a Roth IRA in 2020, but your total contributions can't exceed specified annual limits.
Market Week: November 11, 2019
The Dow hit a new record high last week, and each of the benchmark indexes listed here posted solid gains as investors received encouraging news on the trade front.
Preliminary capital gains estimates
Mutual funds and ETFs typically distribute taxable capital gains to shareholders each December. Below is a list of Vanguard funds that were expected, as of October 31, 2019, to distribute taxable capital gains in December 2019.
Appropriate Checklists for Year-End Tax Planning
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes.
Manufacturing Slowdown: What Does It Mean for the Economy?
In September 2019, the Institute for Supply Management (ISM) Purchasing Managers Index (PMI), which measures a wide variety of manufacturing data, fell to 47.8%, the lowest level since June 2009.1
Introducing Zero Commissions for Trades—Delivering Even More Value from Fidelity
Fidelity will begin offering zero commissions for New Capital clients on online equities, ETFs, and options trades.
Market Week: November 1, 2019
A better-than-expected jobs report and strong third-quarter earnings from some major companies drove stock prices higher for the fourth consecutive week.
The 2019 Annual Conference
The 2019 New Capital Annual Conference was Friday, October 25th at the Hyatt Regency Galleria.
Could a Health Savings Account Help Strengthen Your Retirement Plan?
Health expenses are rising faster than inflation, and even insured workers are finding it harder to pay their portion from year to year (premiums, copays, coinsurance, and deductibles), much less plan for the future.
Market Week: October 28, 2019
Solid corporate earnings reports and encouraging signs on the trade war front spurred stocks higher last week. The S&P 500 reached its second-highest closing value by last Friday, while the Dow is nearing a record high.
November 1 Begins Open Enrollment for Health Insurance Marketplaces
Beginning on November 1, 2019, individuals may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA).
Employer Plans Can Offer the Foundation of a Comfortable Retirement
October 20 to 26, 2019, is National Retirement Security Week. What better time to review the benefits of your retirement plan and determine if you're making the most of them?
Market Week: October 14, 2019
Both the Dow and Nasdaq rose by almost 1.0%, followed by the Russell 2000 and the S&P 500. However, the biggest mover was the Global Dow, which surged almost 2.0%.