The deadline for making a 2018 IRA Contribution is April 15, 2019.

All of our clients will be required to establish a Box account so that we can securely exchange files with you.

Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.

There’s a better way to pay your bills anytime, anywhere with Fidelity BillPay®. Learn more about how this online service can streamline and take the guesswork out of many of your financial tasks with just a few clicks.

Jaycee Smalley has received her Notary Public Certification. Notary services are free of charge for New Capital clients.

Our FINRA-compliant Key Numbers Center aids your annual planning.

Download presentation materials from the New Capital webinar: Bear Market Survival Guide

Fidelity reduced the transaction fee for Dimensional Fund Advisors mutual funds.

We have provided a Tax Related Report that may be useful to you and/or your CPA in beginning your tax preparations.

Fidelity offers 2-Step Authentication as a quick and simple way to add an extra layer of security to your Fidelity.com accounts.

New Capital is offering free and confidential financial counseling to those affected by Hurricane Harvey

What is a household statement? Are statements based on trade date or settlement date? Do statements differentiate between qualified and nonqualified dividends? Can I get check images returned with my statement? What makes up Your Account Value?

Learn how fast and easy it is to make deposits when and where it's convenient—straight from your smartphone or tablet.

To help prevent unauthorized access to your account, we have implemented an enhanced security feature to verify your identity.