
The New Capital JOURNAL
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
The March FOMC Decision: Is the Fed Done Tightening?
The Federal Reserve acknowledged the potential implications of banking turmoil on the economic outlook but highlighted that at this point, it’s uncertain how big that impact will be.
Vanguard’s Head of Bonds Shares Perspective on Recent Bank Closures
With all the recent headlines about bank failures, we asked Sara Devereux, global head of Vanguard Fixed Income Group, for her perspective on what happened with the banks, how our bond portfolios fared in the market tumult that followed, and how well positioned those portfolios are for future volatility.
Federal Income Tax Returns Due for Most Individuals
The federal income tax filing deadline for individuals is generally Tuesday, April 18, 2023.
Types of Taxes that Can Affect Your Inheritance
Receiving an inheritance? Here are 3 types of taxes that may affect your inheritance.
How Do Investors Make Sense of Economic Data, Bank Failures and Central Bank Actions?
Putting aside the obvious implications of the above – namely uncertainty and, in turn, volatility – it would be wise to also consider what this means for the March Federal Open Market Committee (FOMC) meeting.
There's Still Time to Fund an IRA for 2022
You have until your tax return due date, excluding extensions, to contribute up to $6,000 for 2022 ($7,000 if you were age 50 or older on December 31, 2022) to all IRAs combined.
How the 3 10-Year Rules Work for Inherited IRAs
Rules work differently for each class of beneficiary.
LGBTQIA+ Estate Planning: Understanding Issues that Impact
Review unique estate planning issues that impact the LGBTQIA+ community.
6 Things Seniors Should Consider Before Marrying
Seniors in particular think about marrying with an understandable degree of concern. Here are some steps to take to make relationships easier to navigate and protect your financial future.
SVB Comments
Leonard offers his views on the Silicon Valley Bank bankruptcy, the importance of diversification, and how New Capital handles client cash needs.
What the SVB Closure May Mean for Markets
The closure is unlikely to trigger a crisis, but may have other impacts.
Navigating the Current Debt Limit Episode
Debates over federal fiscal policy and rising debt levels, along with continued differences in views of government spending priorities, have led to a series of contentious debt limit episodes in recent years.
Important Life Lessons for Everyone to Know
Here are some important life lessons to remember and share with others.
The US National Debt
Included are two articles focusing on the US National Debt: “The Debt Ceiling and Deficit Spending”; and “What is the US National Debt and How Has It Grown Over Time?”
What’s Your True Net Worth?
People are naturally concerned about their own lifetime financial experience, but maybe even more about the financial future of the people they’ll leave behind.
Term Life Insurance vs Whole Life Insurance: What You Need to Know
Making a decision on what kind of life insurance to get is crucial. Learn the differences between term life and whole life insurance here.