Most couples expect financial planning to begin with numbers—but the most meaningful work starts with alignment. Before strategies, projections, or portfolios, couples need shared understanding around values, priorities, and expectations. This article explores why financial planning begins with coupledom and how alignment creates clarity, stability, and stronger decision-making.

Join Leonard Golub, Chief Investment Officer at New Capital, for an in-depth analysis of the transformative forces shaping markets and portfolios as we enter 2026. This timely webinar examines the seismic policy shifts, rapid AI advancement, and economic trends that are redefining the investment landscape.

Financial planning for 2026 begins with intention—clarifying values and purpose first turns goals into meaningful action.

Year-end reflection is often where gratitude begins, but its real strength comes from the steady discipline we bring into the year ahead.

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.

The city of Houston was struck early in the morning of Monday, July 8 by Hurricane Beryl.

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.

It is my pleasure to announce that New Capital has appointed Jaycee Smalley as its Vice President.

New Capital is pleased to announce that Cassandra Moss has successfully completed the requirements for the Professional Administrative Certification of Excellence.

New Capital is pleased to announce that Jaycee Smalley and Fernando Morquecho were married on January 6, 2023.

This is the very best discussion about the relative merits of owning or renting a home.

Stopping violence in the world around us requires first looking within.

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.

On August 23, 2012 a momentous event occurred at New Capital Management: Anna Catherine Stiles started her first day at work here.

As asset prices fall, all things equal, implied future returns rise.

Our conversion to our new portfolio reporting system, Orion, is complete and Q1 2022 Quarterly Reports are now available on NCM360.

Our trip by camper took us 4000 miles across the interior of the United States: Texas, Arkansas, Oklahoma, Kansas, Colorado, New Mexico, and back to Texas. We grew as individuals and as a family.