Explore the highlights from New Capital's 2024 Annual Conference, including insights on market trends, estate planning strategies, and the latest innovations in New Capital’s client services and technology.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

This Money Mindfulness Meditation session focused on exploring the concept of Change, recognizing that nothing is static; everything changes every second, including our bodies, minds, age, spirit, relationships, and even our money.

View the results from our 2024 Client Satisfaction Survey.

Leonard reviews Q1 markets and New Capital’s portfolio performance and covers topics such as inflation, the Federal Reserve's independence, bond yields, stock market volatility, valuations, and the impact of AI on technology.

New Capital recently adopted Virtru for email encryption.

Leonard reviews 2023 markets and performance, looks ahead to 2024 including current valuations, and discusses a variety of other items and issues including New Capital's available responses to election year 2024.

Thank you to all of you who were able to join us for this session of Money Mindfulness Meditation: Generosity.

Thank you to those who attended the 2023 New Capital Annual Conference. We are pleased to share recordings of the presentations and slides.

We are changing the Journal to a monthly publication, enhancing the quality of each individual issue.

Watch a recording of our webinar: Q2 Market Review presented by Leonard Golub, CFA.

Thank you to all of you who were able to join us for this session of Money Mindfulness Meditation: Hindrance.

View the results from our 2022 Client Satisfaction Survey.

Watch a recording of our webinar: Q1 Market Review presented by Leonard Golub, CFA.

Leonard offers his views on the Silicon Valley Bank bankruptcy, the importance of diversification, and how New Capital handles client cash needs.

Investments 101 is New Capital's foundational training session for clients to better understand markets and investments.

Watch a recording of our webinar: Year End Market Review presented by Leonard Golub, CFA.

New Capital’s portfolios performed well with their defensive characteristics, notably their tilts toward value stocks and shorter term bonds, including inflation protected bonds.

Thank you to those who joined us in person and virtually for the us for the 2022 New Capital Annual Conference. We are pleased to share recordings of the presentations and slides.

Quarterly Reports are now available on NCM360. Schedule your 15-minute access session to get instructions and a quick tutorial.