Blog

NextCapital Launches Industry-First Interactive Quarterly Portfolio Report

Chicago, Ill. (October 16, 2014) – NextCapital, a leading digital advisor serving more than 500,000 clients, is pleased to introduce the industry’s first interactive quarterly portfolio report.

NextCapital Group Raises $6 Million in Series A Funding

CHICAGO – Sept. 3, 2014 – Russell Investments and Transamerica Ventures Fund are leading a $6 million investment in NextCapital, a Chicago-based digital adviser that partners with financial institutions and media companies to help individuals build and manage world-class, personalized and affordable investment portfolios.

Morningstar Settles Intellectual Property Lawsuit, Pays Business Logic $61 Million in Trade Secrets Case

CHICAGO – July 17, 2014 – Investment research and management firm Morningstar, Inc. agreed to pay $61 million to settle a lawsuit filed by Business Logic, a Chicago-based developer of financial software. Business Logic, the parent company of NextCapital, claimed that Morningstar and its subsidiary, Ibbotson Associates, violated a contract and took Business Logic’s intellectual property.

Am I Winning? Goldman's Top 15 Stocks

On June 23rd, 2014, Goldman published its Top 15 Stocks to Buy in the current environment. Are they winning?

See for yourself in our sharable portfolio. You can bookmark it and easily track performance updates over time. The picks are pretty recent, and are showing a small gain, and a positive alpha of +1.55% with 12 of the 15 stocks beating the NextCapital benchmark. (read more)

Are you in the 60-80% Club? Hopefully Not

What do we mean by underperformance? The average investor’s returns are documented to be 60-80% of the returns an investor can achieve in passive index mutual funds/ETFs. Even invested in index funds, investors can underperform by re-allocating at the wrong time to chase asset class performance. Investors need to know their performance and their alpha in order to make sure they aren’t consistently in the 60-80% club and, thereby, leaving massive dollars on the table. But 99% of them don’t know.