The New Capital JOURNAL
Financial news, views, advice, and guidance.
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How Charitable Donors Can Support the Arts
How can donors deploy charitable capital at the intersection of today's pressing issues and the arts?
Long Distance Caregiving During These Difficult Times
Trying to coordinate long distance caregiving is a challenge for many. Add COVID-19 into the mix, and the situation becomes even more difficult.
IRA and Retirement Plan Limits for 2021
While some of the limits remain unchanged for 2021, other key numbers have increased.
Market Week: November 2, 2020
Concern over a surge in COVID-19 cases drove equities lower last Monday.
November 1 Begins Open Enrollment for Health Insurance Marketplaces
Beginning on November 1, individuals and families 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.
Market Week: October 26, 2020
Last week started out poorly for equities as investors saw the faint hope of pre-election financial stimulus fade.
Join us NEXT FRIDAY for the New Capital 2020 VIRTUAL Annual Conference
Please join us NEXT FRIDAY for The 2020 Virtual Annual Conference. Register now!
Social Security Retirement Benefits: Frequently Asked Questions
Deciding when to collect Social Security (SS) retirement benefits can be difficult. Enclosed are the top questions and answers to help you make your decision.
VIDEO: Fed Forecast: Low Rates Ahead
The Federal Reserve did two interesting things in the summer of 2020. This video takes a closer look at these two actions.
Market Week: October 19, 2020
Each of the benchmark indexes listed here advanced last Monday, climbing to their highest levels in more than a month.
Early Voting Has Begun!
Early Voting in Texas runs from October 13 through October 30th. New Capital encourages all eligible clients to cast their vote in the elections.
Which Sectors Perform Best Around an Election?
Looking at sector performance after each presidential election since 2000, there is Little discernible pattern based on the election outcome.
Embracing a Global Stock Market
U.S. stocks have significantly outperformed international stocks in recent years. Does that make international stock diversification unnecessary? Not at all.
Market Week: October 12, 2020
Last Monday saw stocks start the week on a high note, with each of the indexes listed here posting notable gains.
How to Vote in Texas
Election Day is Tuesday, November 3, 2020. New Capital encourages all eligible clients to cast their vote in the elections. Here is a comprehensive guide to voting options in Texas.
An Exceptional Value Premium
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents.
Medicare Open Enrollment for 2021 Begins October 15
The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.
Policy Changes for the Giving Account
Fidelity Charitable has recently approved an update to their Program Guidelines that requires donors to recommend at least one grant, every two years.
Market Week: October 5, 2020
Stocks began last week on a high note, with bank and energy stocks leading the way.
Saving Donald Trump
I hereby, and for the first time as an advisor at New Capital Management, endorse for President of the United States…