The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners
Jaycee Smalley, Vice President
It is my pleasure to announce that New Capital has appointed Jaycee Smalley as its Vice President.
Casey Moss, PACE
New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.
Jaycee Smalley & Fernando Morquecho
New Capital is pleased to announce that Jaycee Smalley and Fernando Morquecho were married on January 6, 2023.
Should You Rent or Buy?
This is the very best discussion about the relative merits of owning or renting a home.
Our Most Important Assets
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.
2022 Year End Letter to Clients
New Capital’s portfolios performed well with their defensive characteristics, notably their tilts toward value stocks and shorter term bonds, including inflation protected bonds.
Notes from a Bear Market
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.
Catherine Bahr - Ten Years
On August 23, 2012 a momentous event occurred at New Capital Management: Anna Catherine Stiles started her first day at work here.
My Guitar Gently Weeps
The same trust that we carefully hold with regard to your invested wealth, we also hold with regard to your wealth of information.
Greece 2021
I write to you toward the end of a splendid “trip of a lifetime” with my closest old friends…
The Middle Way
How we as the most powerful species on our planet approach environmental concerns is now front and center in the summer of 2021.
Re-Growth: Summer 2021 Road Trip
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.
Bernard Madoff (1938 - 2021)
The following article was originally published on March 12, 2009 and republished today, April 14, 2021, on the date of Bernard Madoff’s death.
Stress Tests
System: a group of interacting or interrelated entities that form a unified whole.