The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Hurricane Beryl
The city of Houston was struck early in the morning of Monday, July 8 by Hurricane Beryl.
Introducing Deysi Davila
Deysi joined New Capital in June for a summer internship and over the last month she has been introduced to a wide range of services including administration, communications, financial planning, and investment management.
20th Anniversary Celebration
On Saturday, May 11, 2024, sixty-five client guests gathered to celebrate the 20th anniversary of New Capital Management, enjoy dinner and drinks, and listen to a talk given by New Capital President and Founder, Leonard M. Golub.
Jaycee Smalley, Vice President
It is my pleasure to announce that New Capital has appointed Jaycee Smalley as its Vice President.
Casey Moss, PACE
New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.
Jaycee Smalley & Fernando Morquecho
New Capital is pleased to announce that Jaycee Smalley and Fernando Morquecho were married on January 6, 2023.
Should You Rent or Buy?
This is the very best discussion about the relative merits of owning or renting a home.
Our Most Important Assets
The large investment that we will make in Abby’s college education will not just accrue benefits to Abby and her family, but to society and to the world.
2022 Year End Letter to Clients
New Capital’s portfolios performed well with their defensive characteristics, notably their tilts toward value stocks and shorter term bonds, including inflation protected bonds.
Notes from a Bear Market
As always, thank you for your ongoing confidence and trust. It is during bear markets that these two things - confidence and trust - stand out as vital assets.
Catherine Bahr - Ten Years
On August 23, 2012 a momentous event occurred at New Capital Management: Anna Catherine Stiles started her first day at work here.
Summer Road Trip 2020 Part 3: Telluride to Columbus TX
Our trip by camper took us 4000 miles across the interior of the United States: Texas, Arkansas, Oklahoma, Kansas, Colorado, New Mexico, and back to Texas. We grew as individuals and as a family.
Summer Road Trip 2020 Part 2: Breckenridge to Mesa Verde
I stood alone in the desert quiet at dusk staring at the awesome vast chasm in front of me, the confluence of the Green River and what was once known as the Grand River, now called the Colorado River.
Summer 2020 Roadtrip - Part 1: Columbus, TX to Breckenridge, CO
In the midst of a spreading global pandemic, following a roller-coaster period in financial markets, our family departed our beloved nature preserve for a summer vacation road trip in our new 2020 Taxa Mantis camper.
Affliction
There are no good reasons for the United States, or the world, to continue to choose racism. It is a self-inflicted illness, an affliction that holds all of us back individually and collectively.
Life Changes
New Capital is dedicated to understanding not only our clients’ life goals, but also changes to our clients’ life goals.
Coronavirus Thoughts
It is impossible to predict the ultimate trajectory of the virus, its impact on global health, or its impact on the global economy.