The New Capital JOURNAL
Financial news, views, advice, and guidance.
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Webinar Recording: Fixed Income Bonds in a Covid World - May 29, 2020
Watch a recording of our webinar: Fixed Income Bonds in a Covid World
Market Week: June 1, 2020
With the stock market closed last Monday in observance of Memorial Day, Tuesday's trading led to solid returns for each of the benchmark indexes listed here.
David Booth on Righting the Ship
Everyone wants to know when we’ll be able to get to the other side of COVID-19. Dimensional Founder David Booth shares what he’s seeing and why it gives him hope.
2019 IRA Contribution Deadline Has Been Extended
Due to the coronavirus tax filing extension, there's still time to make a regular IRA contribution for 2019.
Market Week: May 26, 2020
The major benchmarks opened the week on a high note, led by the Russell 2000, which gained more than 6.0%.
Life Changes
New Capital is dedicated to understanding not only our clients’ life goals, but also changes to our clients’ life goals.
Retiree Confidence Drops in 2020, As Some Workers Worry
The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020.
Spread the Word: What’s New with Valuation Ratios
Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized 5.06%, well behind the 13.04% achieved by the Fama/French US Growth Research Index.
Market Week: May 18, 2020
Stocks opened the week with mixed returns. The S&P 500 stayed level, the Dow fell by almost half a point, and the Nasdaq finished the day up three-quarters of a percent.
Coronavirus Affects Federal, State, and Local Deadlines
Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic.
The Bumpy Road to the Market’s Long-Term Average
It’s important to remember that returns in any given year may be sky-high, extremely poor, or somewhere in between.
Too Much Oil with Nowhere to Go
The dramatic plunge below zero highlighted a fundamental problem for the oil industry in the face of evaporating demand due to COVID-19.
Market Week: May 11, 2020
Investors continue to move toward stocks despite unfavorable economic data.
Market Week: May 4, 2020
Investors were guardedly optimistic last Monday as several countries and some states began to reopen their economies.
Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
Congress has passed several pieces of legislation with provisions to help small businesses shore up their coffers and keep employees on the payroll.
Special Markets Update 2020 #7 - April 24, 2020
Watch a recording of our webinar: Special Markets Update 2020 #7
Market Week: April 27, 2020
The week started with stock indexes falling sharply on the heels of an historic plunge of crude oil into negative territory.
Long-Term Investors, Don’t Let a Recession Faze You
Data covering the past century’s 15 US recessions show that investors tended to be rewarded for sticking with stocks.
Giving Guidance for Coronavirus
Fidelity Charitable has developed Giving Guidance for Coronavirus, with resources designed to help you identify effective ways to make a difference.
Market Week: April 20, 2020
Last weekend, Russia, Saudi Arabia, and other major oil-producing countries agreed to slash production as oil prices had fallen about 50% from their January peak.