Schedule your 15-minute access session to get your access instructions and a quick tutorial on the NCM360 system.

Watch a recording of our webinar: Top Investment Myths Busted, presented by Apollo Lupescu of Dimensional Fund Advisors

Potential Tax Law Changes Under the Biden Administration with Kevin Horner of Galligan & Manning and Jason Sharp of Briggs & Veselka. What’s New at New Capital with Leonard Golub, Catherine Bahr & Jaycee Smalley.

Please join us on Friday, October 29th. Register now!

Please join us in welcoming Janelle Saunders to New Capital Management. Janelle will be assuming the Administrative Coordinator position.

Watch a recording of our webinar: What a Difference a Year Makes: Markets in Review

View the results from our 2020 Client Satisfaction Survey.

Please complete the 2020 Client Satisfaction Survey.

We would like to formally introduce you to Egan O’Keefe, and welcome her to the team as New Capital’s Administrative Assistant.

Happy Holidays from New Capital

Watch a recording of our webinar: Year-End Planning, 2020 In Review & A Look Ahead at 2021

Join us for a discussion of year-end tax and financial planning strategies as well as a discussion of potential tax effects from a change in political power in the federal government. We will also review 2020 investments and preview 2021.

Recordings of the New Capital 2020 Annual Conference.

Please join us NEXT FRIDAY for The 2020 Virtual Annual Conference. Register now!

Please join us for The 2020 VIRTUAL ANNUAL CONFERENCE on Friday, October 30th. Register now!

Watch a recording of our webinar: Current Market Update

Watch a recording of our webinar: Fixed Income Bonds in a Covid World

Watch a recording of our webinar: Special Markets Update 2020 #7

Watch a recording of our webinar: Special Markets Update 2020 #6

Watch a recording of our webinar: Special Markets Update 2020 #5