View Newsletter | View or Download PDF • Renewal • April Portfolio & Market Review • Webinar Recording: “Passive Pure” Model Portfolios • Do You Know Who Your Beneficiaries Are?
View Newsletter | View or Download PDF • Your World • Webinar Invitation • Q1 Market & Portfolio Review • Web Browser Update • 2018 Performance Survey Results • 2019 ADV II
View Newsletter | View or Download PDF • Orchards • Market Review - February 2019 • 2018 IRA Contributions • Last Chance - 2019 Satisfaction Survey • Charitable Giving Tax Forms
View/Download PDF • John C. Bogle (1929-2019) • Market Review - January 2019 • Webinar Recording • 2018 Client Satisfaction Survey • Trusted Contact Persons
View/Download PDF • A Great Bear Market Experience • New Capital Webinar Invitation: Bear Market Survival Guide • 2018 Portfolio & Market Review • 2018 Tax Reports • Transaction Fees for DFA Funds Reduced at Fidelity • 2019 Key Numbe
View/Download PDF • Principles • Taxes & Advisory Fees • November Portfolio & Market Review • Technology Corner • Graphic of the Month: 24 Cognitive Biases That Are Warping Your Perception of Reality
View/Download PDF • More • New Website and Newspaper • 2018 Annual Conference • Market Update • Technology Corner • Graphic of the Month: Energy Transition
View/Download PDF • Any Given Year • Last Chance to Register for the 2018 Annual Client Conference • Q3 Portfolio & Market Review • Notary Services Now Available • Graphic of the Month: The World’s Top Countries for Tourism
View/Download PDF • Natural Capital • Portfolio & Market Review: August 2018 • 2018 Annual Conference: Save the Date
View/Download PDF • Viva Mexico • July Webinar Recording & Presentation Materials • Portfolio & Market Review: July 2018 • Contacting New Capital • 2018 Annual Conference: Save the Date
View/Download PDF • Declarations • Issue Spotlight: Tariffs and Trade Wars • Portfolio & Market Review: Q2 2018 • Upcoming Webinar Registration • 2018 Annual Conference: Save the Date
View/Download PDF • The Right Track • May Market Month • Box Document Transmission and Vault • Morningstar: New Client Web Portal
View/Download PDF • Honors • April Market Review • New Capital Webinar Recording • Fidelity Retail Locations: What New Capital Clients May Expect • 2017 Performance Survey Results
View/Download PDF • Independence • First Quarter Market Review • New Capital Webinar Registration • 2017 IRA Contribution Deadline • 2017 Performance Survey Results
View/Download PDF • Evils That Never Happen • February Market Review • Fidelity 2-Step Authentication with VIP Access • 2017 IRA Contribution Deadline • 2017 Performance Survey
View/Download PDF • Markets Turn Down • Fiduciary Obligations and Down Markets • Discretion • New Capital Webinar Recording • January Market Review • Fidelity Tax Form Delivery Schedule
View/Download PDF • Storms and Boats • 2017 Performance Survey • New Capital Webinar Invitation • To Bit or Not To Bit: What Should Investors Make of Bitcoin Mania? • 2017 Annual Market Review • New Year, New Office
View/Download PDF • The 2017 Annual Conference • Conference Materials and Handouts • Market Review - October 2017
View/Download PDF • The 2017 Annual Conference • Tom Okamoto (1957-2017) • Annual Conference • Quarterly Market Review: July-September 2017
View/Download PDF • Harvey’s Aftermath • Equifax Security Breach • 2017 Annual Conference • Market Review: August 2017 • Free Financial Counseling Following Hurricane Harvey
View/Download PDF • Summer Road Trip: Chicago to Quebec • 2017 Annual Conference • Market Review - July 2017 • Fidelity Charitable Reports • Catherine Bahr’s 5 year NCM Anniversary
View/Download PDF • Chief Investment Officer, Todd Centurino, CFA • 2017 Annual Conference • Social Networking & Communication Tools • Quarterly Market Review: April - June 2017