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.

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

On August 23, 2012 a momentous event occurred at New Capital Management: Anna Catherine Stiles started her first day at work here.

Clients now have the ability to upload documents to the NCM360 client information system.

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

View the results from our 2022 Client Satisfaction Survey.

Company earnings remain solid, but earnings multiples have contracted substantially in 2022.

Thank you to all of you who were able to join us on the first Money Mindfulness Meditation: Elements.

Please join us for our first Zoom-based session of New Capital’s new client program, Money Mindfulness Meditation (MMM).

Please join us for our first Zoom-based session of New Capital’s new client program, Money Mindfulness Meditation (MMM).

As asset prices fall, all things equal, implied future returns rise.

Our conversion to our new portfolio reporting system, Orion, is complete and Q1 2022 Quarterly Reports are now available on NCM360.

Watch a recording of our webinar: Ukraine, Russia & Markets presented by Leonard Golub, CFA.

On Saturday, January 29, 2022, New Capital Management moved into Suite 275 at 3355 West Alabama, a 14-story office tower owned and managed by Granite Properties.

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

If you have not already done so, schedule your NCM360 access session to log in to the system and see where you can view and/or download your reports.

This holiday calls on us to remember and honor the achievements of Dr. Martin Luther King, Jr.

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: Year End Market Review & Planning presented by Leonard Golub, CFA, and Jaycee Smalley, CFP®