New Capital is a truly independent financial advisory, that not only talks about diversification, but practices it in all areas of our business.

“How much pain have cost us the evils which have never happened.”  In a time of greater market volatility, national political and geopolitical concerns, and technological change, it is natural to worry, and worry is often painful. 

It cannot be emphasized enough: there is a world of difference between a broker and an advisor, even though much of the American investing public is aware of neither the distinction nor the difference.

Markets have hit a rough patch to start February after a very strong recent period of performance. We are very lucky to have a wonderful client base that has been through many market downturns.

2017 was tumultuous not just in Houston but in the entire United States of America, building on the very dramatic and nation altering election-related events of 2016.  Much of the tumult, of course, continues to be related to American politics generally and specifically the highly volatile Trump presidency.

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.

Dialog between Leonard Golub, CFA and Michael A. Sanchez, Attorney at Law, CPA covering legal and financial considerations for for homeowners impacted by Hurricane Harvey.

The tropical storm that hit Houston the Texas and Louisiana Gulf Coasts last week was a devastating blow to this city and region. 

Overnight, Hurricane Harvey has devastated Houston, our city, with its unprecedented rainfall.  More is to come over the next few days, but we are hoping that the worst may soon be over.  

Our family returned a few days ago from a fantastic car trip.  We saw and learned many new things, and much of it, for me, resonated with current events.

New Capital has brought on Todd Centurino, CFA as Chief Investment Officer. He will assume primary responsibility for our investment research, portfolio management, designing and implementing model portfolios, trading, investment reporting, fund company relationships, and more.

President Trump has announced the withdrawal of the United States from the Paris Climate Accords.

Implications of political foundering are that legislative initiatives in taxation; health care; trade; immigration; infrastructure; employment; and economy will likely be effectively sidelined as political matters accelerate and increasingly occupy the entire government