The New Capital JOURNAL
Financial news, views, advice, and guidance.
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Sustainability as BlackRock’s New Standard for Investing
Climate change has become a defining factor in companies’ long-term prospects. Awareness is rapidly changing, and I believe we are on the edge of a fundamental reshaping of finance.
TRACED Act Offers Consumers Additional Protections Against Robocalls
The Federal Communications Commission (FCC) ranks unwanted robocalls highest on their list of consumer complaints.
Market Week: January 13, 2020
Last Friday's jobs report was a mixed bag of information. While 145,000 new jobs were added and the unemployment rate remained at 3.5%, wage growth was tepid in December to cap off a year of only moderate wage growth.
2019 Annual Reports
2019 Annual Reports are prepared and available through the Morningstar Web Portal
Trade Agreements Offer Optimism, But Uncertainty Remains
New trade deals were expected to be enacted in early 2020 acting as important steps toward resolving conflicts with our three largest trading partners that had cast a pall over a generally strong U.S. economy.
Dimensional Reduces US Mutual Fund Management Fees
Dimensional is pleased to announce a reduction in management fees or expense caps for 77 US Mutual Funds effective February 28, 2020.
Annual Market Review 2019
The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. Nevertheless, investors remained relatively bullish toward stocks, pushing several major indexes to record highs.
Hindsight Is 20/20. Foresight Isn’t.
The year 2019 served up many examples of the unpredictability of markets. Taken as a whole, it’s a reminder that the prediction game can be a losing one for investors.
New Spending Package Includes Sweeping Retirement Plan Changes
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.
Market Week: December 30, 2019
The holiday spirit, coupled with renewed optimism on the trade front, helped propel stocks higher last week.
Market Week: December 23, 2019
Stocks continued to surge last week, reaching new record highs ahead of the Christmas holiday. The S&P 500 recorded its largest weekly percentage gain in several months.
Market Week: December 16, 2019
Positive developments finally arrived in the ongoing trade war between the United States and China.
The Ag Economy: Tough Times for Farmers in 2019
Net farm income is forecast to grow almost 4.8% to $88 billion in 2019, but this broad measure of profits includes financial support from the federal government.
Market Week: December 9, 2019
Market performance was uneven last week, culminating in some of the benchmark indexes closing in the black while a few lost value by week's end.
What Does High Asset Growth Say About a Company's Expected Return?
Our vital investment partner, Dimensional Fund Advisors, possesses an unparalleled track record in investment research. Here are their latest findings.