2025 Annual Conference: Insight, Connection, and financial Stability in an Unstable World
On Wednesday, October 29th, 2025, New Capital’s Annual Conference brought clients together in Houston and online for a day of insight, perspective, and connection. The program featured thoughtful presentations on markets, caregiving, technology, and the economic outlook.
Introduction and Welcome Remarks
Leonard Golub, CFA
Slides | 15:38
Leonard opened the 2025 Conference by welcoming familiar faces and new guests alike and by thanking the many people who help bring the event together each year. Reflecting on more than a decade of conferences, he reaffirmed the firm’s mission: to provide clients with calm, principled guidance amid an often-uncertain world — and expressed gratitude for the trust and relationships that make our work meaningful.
Stable Financial Management in an Unstable World
Leonard M. Golub, CFA & Jaycee Smalley, CFP®
Slides | 58:37
Leonard Golub and Jaycee Smalley led this year’s market and investment discussion, focusing on the importance of maintaining discipline and perspective through volatility. They addressed the shifting interest-rate environment, inflation pressures, and the value of structure in long-term planning.
Their message centered on focusing where investors have control — costs, taxes, diversification, and behavior — rather than reacting to headlines or short-term swings. The conversation underscored New Capital’s belief that patience, balance, and thoughtful strategy are the keys to durable financial success.
What Is a Care Manager?
Sharona Jacobs, LCSW, CMC — LiveWell Care Management
Slides | 37:07
Sharona Jacobs shared an inside look at the work of professional care managers and how they support older adults and their families through changing health and life circumstances. Drawing on real-world examples from her practice, she illustrated how care managers bring peace of mind through advocacy, coordination, and communication.
Her presentation highlighted the many ways thoughtful care management can reduce stress, prevent crises, and strengthen family relationships. It was a reminder that financial well-being and personal well-being are deeply connected — and that having trusted professionals in both areas can make all the difference.
What’s New at New Capital
Leonard Golub, CFA, Jaycee Smalley, CFP, Catherine Bahr, Casey Moss, PACE, Deysi Davila
Slides | 53:03
The New Capital team shared updates on firm initiatives and enhancements to the NCM360 client platform. Together, they highlighted improvements to document management, reporting, and communication tools — part of our ongoing effort to make the client experience more personal, efficient, and connected.
The presentation also previewed upcoming developments designed to strengthen automation and streamline service workflows, giving clients even greater visibility and simplicity in managing their financial lives. These updates reflect New Capital’s continued commitment to thoughtful innovation and clear communication.
The Effects of Fiscal and Monetary Policy on the Bond Market
Jordan Jackson, J.P. Morgan Asset Management
Slides 50:22
Jordan Jackson of J.P. Morgan Asset Management closed the program with a data-driven look at monetary policy, inflation trends, and the broader economic outlook. Drawing from J.P. Morgan’s research, he explained how interest-rate decisions, growth patterns, and global dynamics continue to shape market behavior.
His presentation offered clients a clear, fact-based perspective on the road ahead — reinforcing the importance of disciplined asset allocation, long-term diversification, and maintaining perspective through economic cycles.