
The New Capital JOURNAL
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Fidelity Debit Card Text Alerts
Fidelity Debit Card owners have been automatically enrolled in Fidelity's 2-Way Connect text alerts. Notifications will be sent, in real-time, to alert of possible fraudulent transactions. Clients are able to respond directly to the text to confirm the transaction or report as fraudulent.
David Booth on Value and Values
History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.
Market Week: August 10, 2020
Last week began with stocks vaulting higher for the tenth Monday in a row. The Nasdaq reached a record high as tech stocks surged.
Ways to Give: Beirut Explosion
We have assembled this list of charities that you may consider for donations to help with aid, recovery of survivors, and their ongoing needs.
Understanding the 4 Key Annuities Types
Annuities can offer valuable protection against outliving your assets, but they can also be high-cost and complicated. We dig into some pluses and minuses.
Market Week: August 3, 2020
Equities continued their positive run of Mondays by posting solid gains again to start last week.
Dynamic spending: A better way to budget in retirement
If you are close to retirement or already retired, market unpredictability can pose significant concern - but it doesn't have to.
Social Security From a Divorced Spouse
If you are divorced, there are a number of options for receiving Social Security benefits based on a former spouse’s earnings record.
IRS Clarifies COVID-19 Relief Measures for Retirement Savers
The CARES Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders, but left questions about the details unanswered. In late June, the IRS released Notices 2020-50 and 2020-51, which shed light on these outstanding issues.
Market Week: July 27, 2020
Last week started off on a high note as stocks reached levels not seen since February.
Summer Road Trip 2020 Part 2: Breckenridge to Mesa Verde
I stood alone in the desert quiet at dusk staring at the awesome vast chasm in front of me, the confluence of the Green River and what was once known as the Grand River, now called the Colorado River.
Is the U.S. recession over?
The gradual yet bumpy reopening and rebound in economic activity begs the question: Is the recession over?
IRS Outlines Changes to Health-Care Spending Rules Under CARES Act
The amended rules under the CARES Act provide flexibility for health-care spending related to the ongoing COVID-19 pandemic.
Market Week: July 20, 2020
Stocks surged early last Monday only to fall back by the end of the day. Earlier in the day, the S&P 500 reached its highest level since the COVID-19 pandemic sent equities reeling.
2020 Midyear Outlook
The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability.
The Shape of Economic Recovery
On June 8, 2020, the National Bureau of Economic Research (NBER) announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession.
Market Week: July 13, 2020
Last Monday proved to be a good start to the week for equities as each of the benchmark indexes listed here posted solid gains.
Summer 2020 Roadtrip - Part 1: Columbus, TX to Breckenridge, CO
In the midst of a spreading global pandemic, following a roller-coaster period in financial markets, our family departed our beloved nature preserve for a summer vacation road trip in our new 2020 Taxa Mantis camper.
Q2 Market Review
This Q2 Market Review features world capital market performance and a timeline of events for the past quarter.
Long Term Care Costs Going Up Due to COVID-19?
About 70% of seniors 65 and older will eventually require some type of long term care in their lifetimes. That care already isn’t cheap, but how will prices be affected by COVID-19?