
The New Capital JOURNAL
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Biden Administration Will Improve Regulatory Climate for Sustainable Investing
The rule from the Trump administration will not be enforced by the DOL.
The Unwinding of Pandemic Debt
“How will we pay for this?” is the global policymaker’s multitrillion-dollar effort to prop up economies and markets against the monumental threat of the COVID-19 pandemic.
RIAs Proved Their Worth During March 2020 Meltdown, Study Says
Last year’s swift bear market revealed that “clients working with RIAs tend to sell less and buy more” when markets tumble, according to a new academic paper.
What Is the Social Cost of Carbon?
According to legal scholar and Harvard University professor Cass Sunstein, the social cost of carbon (SCC) is “the most important number you’ve never heard of.”
Immigrants with Temporary Protected Status could be offered a path to U.S. citizenship
Immigrants who have time-limited permission to live and work in the United States under Temporary Protected Status (TPS) could be granted a pathway to citizenship.
Leaving Stock Through a Texas Estate Plan
Stocks can be gifted as part of an estate plan and benefit the inheritor if they appreciate in value.
Beware of Pandemic Scams
According to the Federal Trade Commission (FTC), consumers reported losing more than $3.3 billion to fraud in 2020, up from $1.8 billion in 2019.
Fidelity Charitable 2021 Giving Report
Extraordinary circumstances inspired extraordinary generosity in 2020, leading Fidelity Charitable donors to recommend 2 million grants totaling $9.1 billion.
Energy Ogre: The Storm's Aftermath
In the wake of Winter Storm Uri blackouts, our Texas clients may wish to consider outsourcing their energy contract procurement and management.
Protecting Money from a Child’s Divorce
Families with concerns about a child’s marriage are often interested in protecting money from a child’s divorce.
There's Still Time to Contribute to an IRA for 2020
Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2020.
Market Week: February 22, 2021
The stock market was closed last Monday in honor of Presidents' Day. Equities were mixed on the first day of trading last Tuesday.
Stress Tests
System: a group of interacting or interrelated entities that form a unified whole.
Think Investing Is a Game? Stop.
If you’re not the type of person who feels comfortable betting your life savings on a long shot, the good news is that you don’t have to find the next big stock to win in the stock market.
Market Week: February 16, 2021
Increasing prospects that a massive fiscal stimulus bill is around the corner helped drive stocks to record highs last Monday.
Is the Recent Outperformance of International Stocks Sustainable?
Since early November, when vaccine trial results were first announced, international has actually outperformed the U.S. by 3.9 percentage points, and we believe this is only the beginning of the rotation.
2020 Charitable Giving Tax Forms
IRS forms 8283 are now available at Fidelity Charitable for those who contributed $500 or more of publicly traded securities for the 2020 calendar year.
GameStop, Reddit, and Market Mania: What You Need to Know
At the heart of this story are two very different sets of investors: professional managers of multibillion-dollar hedge funds and a small army of individual investors connected through social media
Market Week: February 8, 2021
Stocks had their best day in several weeks last Monday, recovering some of the losses following the prior week's sell-off.