The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
Special Markets Update 2020 #4 - March 27, 2020
Watch a recording of our webinar: Special Markets Update 2020 #4
Special Markets Update 2020 #3 - March 20, 2020
Watch a recording of our webinar: Special Markets Update 2020 #3
Special Markets Update 2020 #2 - March 13, 2020
Watch a recording of our webinar: Special Markets Update 2020 #2
Special Markets Update 2020 #1 - March 9, 2020
Watch a recording of our webinar: Special Markets Update
Webinar Recording: Looking Back at 2019 & Ahead to 2020
Watch a recording of our webinar: Looking Back at 2019 & Ahead to 2020
The 2019 Annual Conference
The 2019 New Capital Annual Conference was Friday, October 25th at the Hyatt Regency Galleria.
Mid-Year Market Review & Factor Evaluations - Webinar Recording
Watch a recording of our webinar: Mid-Year Market Review & Factor Evaluations
New Capital Adds Insurance Advisory Services
Working with our new partner DPL Financial Partners, an insurance "back office" provider, we are now able to provide detailed analysis of existing policies, and present and implement new term life insurance, permanent life insurance, variable annuity contracts, and other instruments.
Webinar Invitation: Mid Year Update on Portfolio Performance - July 11th
Stocks have rebounded in the first half of 2019, and bonds have rallied as well. Still, concerns and fears remain prevalent in the market, value and international stocks have under-performed, inflation is quiet, and the yield curve has turned negative. Register now!
Introducing Passive Pure Model Portfolios - Webinar Recording
Watch a recording of our webinar: Introducing Passive Pure Model Portfolios
Webinar Presentation Materials
Download presentation materials from the New Capital webinar: Introducing “Passive Pure” Model Portfolios
2018 Client Satisfaction Survey Results
Download the results from our 2018 Client Satisfaction Survey.
New Capital Webinar: New "Passive Pure" Model Portfolios - Thursday, April 25th
Introducing our lowest cost, no transaction fee portfolios designed for the most cost-conscious clients.
Bear Market Survival Guide - Webinar Recording
Watch a recording of our webinar: Bear Market Survival Guide
Webinar Presentation Materials
Download presentation materials from the New Capital webinar: Bear Market Survival Guide
Webinar: Bear Market Survival Guide - Thursday, January 17th
Are there techniques for dealing with volatile and down-trending markets? The answer is “Yes!”
Conference Call - Second Quarter Market Update
Leonard Golub, CFA & Todd Centurino, CFA of New Capital Management discuss the first quarter market results and their views on future projections.
The 2017 New Capital Annual Conference
Our 2017 Annual Conference was held October 26 and was well attended by approximately 50 clients. Thank you to all of those who attended, and we look forward to seeing as many of you as possible at next year’s conference.
Post Harvey - Free Financial Counseling
New Capital is offering free and confidential financial counseling to those affected by Hurricane Harvey