
The New Capital JOURNAL
Financial news, views, advice, and guidance.
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Getting Hot in Here: 2021 Summer Market Preview
The current state of low mortgage rates has made house hunters ready to pounce on almost any home that comes on the market, and that’s driving up prices.
Retirement Confidence Remains Strong, Despite Pandemic
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement.
How Might the American Jobs Plan Impact the Municipal Bond Market?
With state and local fundamentals well supported by direct and indirect federal aid and a rapidly improving economy, rich valuation across the municipal bond market are likely to persist.
What is an Advance Directive and Why Do I Need One?
Advance directives are a legal document that expresses a person’s decisions related to end-of-life care.
American Families Plan Would Provide Benefits for Some, More Taxes for Others
The American Families Plan includes $1.8 trillion in proposed investments and tax credits for American families and children over a period of 10 years, as well as tax increases for those who earn more than $400,000 annually.
Market Perspectives: May 2021
The somewhat earlier-than-expected direct payments alongside a continued strong pace of vaccinations point to the U.S. economy growing above the 5% we had previously anticipated in the first quarter.
Why Investors Might Think Twice About Chasing the Biggest Stocks
Expectations about a firm’s prospects are reflected in its current stock price. Positive news might lead to additional price appreciation, but those unexpected changes are not predictable.
Rising Inflation: Where Will It Go from Here?
In March 2021, the Consumer Price Index for All Urban Consumers rose 0.6%, the largest one-month increase since August 2012.
Common Mistakes when Making Beneficiary Designations
No matter what kind of estate plan you use, your plan can be undone by some common mistakes when making beneficiary designations.
Why Wall Street Issues So Many Buy Recommendations
Underlying causes include business pressures, investor expectations, and research habits.
What the CARES Act means for your charitable giving in 2021
Understand how the new stimulus package may impact your charitable contributions in the 2021 tax year.
Green Mortgages For A Green Home
An Energy Efficient Mortgage (EEM) can be used both to purchase or to refinance a home that is already certified as energy-efficient, as well as to finance the upgrades required to make a home energy efficient.
What a Difference a Year Makes: Markets in Review
Watch a recording of our webinar: What a Difference a Year Makes: Markets in Review
How Green is Biden's Infrastructure Plan?
Although the U.S.’s commitment to battling climate change has wavered in recent years, the new administration’s infrastructure proposal, the American Jobs Plan, bears a distinct shade of green.
Enhanced Child Tax Credit for 2021
The American Rescue Plan Act of 2021 makes substantial, temporary improvements to the child tax credit for 2021, which may increase the amount you might receive.
Why Bother With International Investing?
We believe on average, that across sectors, industries, and regions, the world will continue to grow, innovate, and change.
Q1 2021 Market Review
This Q1 Market Review features world capital market performance and a timeline of events for the past quarter.
Bernard Madoff (1938 - 2021)
The following article was originally published on March 12, 2009 and republished today, April 14, 2021, on the date of Bernard Madoff’s death.
Why Won’t My Power of Attorney Work?
Powers of Attorney (POAs) are excellent and often overlooked estate planning documents.
2020 Client Satisfaction Survey Results
View the results from our 2020 Client Satisfaction Survey.