Dec 2017
8th Dec 2017

North Capital Weekly Update on Sector Benchmarks 12/8/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 120817
Nov 2017
27th Nov 2017

North Capital Weekly Update on Sector Benchmarks 11/27/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 112717
17th Nov 2017

North Capital Weekly Update on Sector Benchmarks 11/17/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 111717
3rd Nov 2017

North Capital Weekly Update on Sector Benchmarks 11/3/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:


Get the full picture here: North Capital Weekly Update 110317 (1)
Oct 2017
27th Oct 2017

North Capital Weekly Update on Sector Benchmarks 10/27/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:


Get the full picture here: North Capital Weekly Update 102717
20th Oct 2017

North Capital Weekly Update on Sector Benchmarks 10/20/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 102017
Sep 2017
29th Sep 2017

North Capital Weekly Update on Sector Benchmarks 9/29/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 092917
22nd Sep 2017

North Capital Weekly Update on Sector Benchmarks 9/22/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 092217
16th Sep 2017

Time for ICOs to Grow Up

Today, the People’s Bank of China banned individuals and organizations from raising funds through initial coin offerings (ICOs), claiming that the practice constitutes illegal fundraising.  Headlines were quick to proclaim that China had killed the cryptomarket, even as several Chinese exchanges announced that trading in crypto currency would continue as before the ban. Following the news, a number of experts predicted that the SEC will soon follow suit, driving a stake through the heart of the ICO market.  Here’s why we believe this prediction is flat wrong.

The PBOC has an interest, as do other central banks, in ensuring orderly markets and the prevention of fraud and money laundering. China has an additional interest in maintaining its currency controls.  While blockchain proponents trumpet the benefits of freedom offered by autonomous markets…. especially freedom from government oversight and intervention… crypto markets have predictably failed to serve the public interest:  fraud is rampant, there are few protections for unsophisticated investors, and the mechanisms for keeping out bad actors are limited.  PBOC reacted predictably: it saw an activity that was damaging its reputation and undermining its control, so it banned it. Do not be surprised to see a limited reversal of the ban within 36 months, after some of the more egregious problems have been rectified and the market has been regulated.   Read Full Article
16th Sep 2017

5 Tax Planning Tips for Millennials

David Barral, CPA, is a tax and accounting manager in New York City, and an adjunct professor at Wagner College in Staten Island. In the September issue of Journal of Accountancy, he offers a number of recommendations on how tax professionals can offer effective tax planning to millennials. Here are some of his top recommendations, recast as advice for the millennials themselves.



(1) Finance a first-time home purchase. Do not draw upon retirement funds, such as 401k plan accounts or IRAs, withdrawals from which are included in income and generally subject to income tax.

(2) Consider claiming educational expenses as a business tax deduction. Expenses must be for education-related expenses that maintain or improve skills in one's trade or business, or that meet the express requirements of the employer.

(3) Take advantage of benefit cafeteria plans at work. Younger employees may avoid income tax and FICA on contributions to these plans. Flexible benefits may include health care or dependent care expenses and transit pass benefits, which could result in hundreds of dollars of tax savings.

(4) Evaluate student loan refinancing options to maximize interest savings and tax benefits. Compared to a few years ago, individuals have a wide array of options available to consolidate or refinance their student loans. As with any major asset or liability, it makes sense to be on the lookout for options to reduce the burden of student loans. Consider applying for the Public Student Loan Foregiveness (PSLF) program, if eligible.

(5) Start a ROTH IRA. Even a contribution of $100 makes sense, as ROTH IRAs have a five year minimum term requirement that starts at the time of the first contribution. Although many millennials do not have much ability to contribute to their retirement, starting the clock on a ROTH is a no-brainer.

If you would like to receive other tax and investment ideas that are applicable to your specific circumstances, contact Daren Dearden at North Capital. Daren, who is a millennial himself, works with a number of young professionals and other fellow millennials who are getting started on their savings and investment journeys.[/vc_column_text][/vc_column][/vc_row]
15th Sep 2017

North Capital Weekly Update on Sector Benchmarks 9/15/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:






Get the full picture here: North Capital Weekly Update 091517
1st Sep 2017

North Capital Weekly Update on Sector Benchmarks 8/31/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 090117

 
Aug 2017
28th Aug 2017

Visit us at Finovate NY

We are very excited to announce that North Capital has been selected to demonstrate TransactCloud, our exempt securities transaction and compliance SaaS suite, at Finovate, September 12, 2017 New York City.






If you work for a private fund manager, a registered broker-dealer, or a funding platform, you won't want to miss the recent enhancements to our platform, designed to expand your access to capital and improve your closing process.



  • Learn how we are helping our customers close more trades, with more investors, than ever before.

  • Demo our automated KYC, AML, suitability, and accredited investor verification APIs.

  • Find out what's new with escrow, payments and same-day ACH.

  • Learn how our API functions are being used in ICOs.


Hedge funds, private equity funds, real estate sponsors, and private issuers are currently using our technology to streamline the offering, transaction, and settlement of exempt securities.

25th Aug 2017

North Capital Weekly Update on Sector Benchmarks 8/24/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 082517
25th Aug 2017

WSJ’s 19 Questions to Ask Your Financial Advisor

Jason Zweig wrote this piece for the Wall Street Journal.   Based on his questions and model answers, North Capital earns a solid A.



The burden of finding an adviser who will act in your best interest is on you.


Getting all stockbrokers, financial planners and insurance agents to act in the best interests of their clients is a struggle that financial firms and their regulators still haven’t resolved. That should be their job — but for now, it’s yours.  Read More....
18th Aug 2017

North Capital Weekly Update on Sector Benchmarks 8/18/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 081817
11th Aug 2017

North Capital Weekly Update on Sector Benchmarks 8/11/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 081117
4th Aug 2017

North Capital Weekly Update on Sector Benchmarks 8/4/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 080417
Jul 2017
28th Jul 2017

North Capital Weekly Update on Sector Benchmarks 7/28/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 072817
21st Jul 2017

North Capital Weekly Update on Sector Benchmarks 7/21/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 072117
14th Jul 2017

North Capital Weekly Update on Sector Benchmarks 7/13/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:

 



Get the full picture here: North Capital Weekly Update 071417
7th Jul 2017

North Capital Weekly Update on Sector Benchmarks 7/7/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 070717
Jun 2017
23rd Jun 2017

North Capital Weekly Update on Sector Benchmarks 6/22/17

Top 10 Performing Asset Classes over recent trailing time periods up to 5 years:



Get the full picture here: North Capital Weekly Update 062317