At New Capital Management, we are actively monitoring economic and political shifts to make informed, strategic portfolio adjustments. Our goal is to protect your investments while ensuring adaptability in an evolving landscape.
Deysi joined New Capital in June for a summer internship and over the last month she has been introduced to a wide range of services including administration, communications, financial planning, and investment management.
On Saturday, May 11, 2024, sixty-five client guests gathered to celebrate the 20th anniversary of New Capital Management, enjoy dinner and drinks, and listen to a talk given by New Capital President and Founder, Leonard M. Golub.
New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.
The large investment that we will make in Abby’s college education will not just accrue benefits to Abby and her family, but to society and to the world.
New Capital’s portfolios performed well with their defensive characteristics, notably their tilts toward value stocks and shorter term bonds, including inflation protected bonds.
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.
Young Russians, just like young Ukrainians, and young Americans, hunger for a world that is more just and more peaceful. May we all work to bring it about as soon as possible.
I truly believe that it is these words, and this philosophy, which sit at the heart of what we at New Capital try to help our clients achieve - the hope of life, liberty, and happiness - and that your own life represents your own assertion of these vital things.
Election officials, workers, and voters heroically showed the civic backbone at the heart of our democracy. Our country, all of us, should be very proud of this tremendous achievement.
Financial planning for 2026 begins with intention—clarifying values and purpose first turns goals into meaningful action.