DIY investing is easier than ever. But managing investments is not the same as advising yourself across retirement, taxes, estate planning and family decisions.  

Your financial plan tells a story that unfolds over years, not just from one meeting to the next. See how NCM360’s Client Journey Report shows how your priorities, concerns, and financial life have evolved, and provides better context for what comes next.

What does a fiduciary financial advisor really do? Learn why fiduciary is more than a legal standard and how trust shapes every relationship at New Capital Management.

The 2025 Client Satisfaction Survey gave us valuable insight into what clients value most and where we can continue to improve. From strong scores across our services and a Net Promoter Score of 92 to feedback shaping the future of NCM360, see what we heard and what comes next.

Your workplace retirement plan may be one of the largest pieces of your portfolio, and it shouldn’t sit apart from the rest. See how NCM360 brings eligible 401(k) accounts into the full picture, with coordinated management, performance reporting, and asset allocation all in one place.

Financial planning doesn't stop once a plan is in place. NCM360 delivers personalized reminders that help you stay ahead of important deadlines, life events, and financial milestones, making it easier to stay organized and take action when it matters most.

Client task management inside NCM360 brings structure to every moving piece — with a clear owner, defined steps, and a running record of progress. Nothing lives in an inbox or gets lost between meetings.

Meeting Reports capture the context behind your financial decisions. NCM360 organizes key discussions in one place, connecting topics across planning areas and helping ensure that important details are carried forward over time.

Cash flows provide a real-time view of how money is earned and spent. NCM360 organizes income and expenses in one place, and combines financial planning with AI-assisted analysis to help identify inefficiencies and opportunities to improve long-term alignment.

Tax returns contain some of the most detailed information about your financial life. NCM360 allows clients to securely store tax documents while using AI-assisted analysis to help identify potential planning opportunities.

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.

Despite continued market volatility and rising political and economic risks, New Capital portfolios remain broadly diversified and resilient. Recent policy shifts, international developments, and AI-driven innovation are influencing portfolio strategy, with tactical adjustments reflecting both caution and opportunity.

NCM360 now offers enhanced security through Multi-Factor Authentication and smarter, personalized communication via SMS messaging.

Leonard Golub, CFA, President of New Capital Management, shares a Q1 2025 market outlook focused on inflation, tariffs, and shifting policies. He highlights key risks and opportunities and offers practical guidance for navigating today’s uncertain environment.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

Explore the highlights from New Capital's 2024 Annual Conference, including insights on market trends, estate planning strategies, and the latest innovations in New Capital’s client services and technology.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

This Money Mindfulness Meditation session focused on exploring the concept of Change, recognizing that nothing is static; everything changes every second, including our bodies, minds, age, spirit, relationships, and even our money.

View the results from our 2024 Client Satisfaction Survey.

Leonard reviews Q1 markets and New Capital’s portfolio performance and covers topics such as inflation, the Federal Reserve's independence, bond yields, stock market volatility, valuations, and the impact of AI on technology.