Our 2017 Annual Conference was held October 26 and was well attended by approximately 50 clients.  Thank you to all of those who attended, and we look forward to seeing as many of you as possible at next year’s conference.

Dialog between Leonard Golub, CFA and Michael A. Sanchez, Attorney at Law, CPA covering legal and financial considerations for for homeowners impacted by Hurricane Harvey.

The tropical storm that hit Houston the Texas and Louisiana Gulf Coasts last week was a devastating blow to this city and region. 

Overnight, Hurricane Harvey has devastated Houston, our city, with its unprecedented rainfall.  More is to come over the next few days, but we are hoping that the worst may soon be over.  

Our family returned a few days ago from a fantastic car trip.  We saw and learned many new things, and much of it, for me, resonated with current events.

New Capital has brought on Todd Centurino, CFA as Chief Investment Officer. He will assume primary responsibility for our investment research, portfolio management, designing and implementing model portfolios, trading, investment reporting, fund company relationships, and more.

President Trump has announced the withdrawal of the United States from the Paris Climate Accords.

Implications of political foundering are that legislative initiatives in taxation; health care; trade; immigration; infrastructure; employment; and economy will likely be effectively sidelined as political matters accelerate and increasingly occupy the entire government