Our trip by camper took us 4000 miles across the interior of the United States: Texas, Arkansas, Oklahoma, Kansas, Colorado, New Mexico, and back to Texas. We grew as individuals and as a family.

I stood alone in the desert quiet at dusk staring at the awesome vast chasm in front of me, the confluence of the Green River and what was once known as the Grand River, now called the Colorado River.

In the midst of a spreading global pandemic, following a roller-coaster period in financial markets, our family departed our beloved nature preserve for a summer vacation road trip in our new 2020 Taxa Mantis camper.

As of June 30, 2020, the Securities and Exchange Commission (SEC) now requires all Investment Advisers and broker-dealers to release a new form, Form CRS.

There are no good reasons for the United States, or the world, to continue to choose racism. It is a self-inflicted illness, an affliction that holds all of us back individually and collectively.

New Capital is dedicated to understanding not only our clients’ life goals, but also changes to our clients’ life goals.

It is impossible to predict the ultimate trajectory of the virus, its impact on global health, or its impact on the global economy.

If you suspect that any conflicts of interest may be present in your advisory relationship, you may wish to reconsider that relationship, for the benefit of both your portfolio and your life.

Responsibility for bull markets rests on many shoulders.

If we at New Capital can help you be happier with yourself, then we are happier with ourselves too.

2019 Annual Reports are prepared and available through the Morningstar Web Portal

Happy New Year.  May 2020 be a good year for all.

We are all tested in our lives. How we respond makes all the difference.

I cannot be both an honorable citizen and a dishonorable advisor, and I cannot be an honorable advisor while also being a dishonest citizen.

People frequently observe that the United States tax code is a mess, and they are absolutely right.  The tax system is now the result of decades of parochial interests lobbying for various increases and reductions to benefit themselves. 

 I was a Russian major in college, learning Russian language, history, culture, and literature, and I loved learning about this important country.  I also learned about its problems, and its historical failure to form a truly democratic system.

While false, ugly, and bad news abounds these days, I am also seeing signs that more and more people now recognize that preservation and growth of all forms of valuable capital are vital to the future.

The President of the United States has recently raised tariffs yet again on Chinese products entering the United States, has demanded that US companies cease doing business in China, and has asserted that he has the right to enforce the latter.

While I believe in tradition, habit, and age, I also believe there is nothing like renewal, in trying new things, in entering a new phase, in making changes.  I try new things all the time, and encourage you to do the same in your life.

Review updates on several projects, efforts, plans, and actions that are intended to bring value and peace of mind to you, your family, loved ones, and anyone or anything else that you care about.