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New Capital Management FINANCIAL ADVISORY FOR CHANGING MARKETS, PEOPLE, Families, AND TIMES New Capital is a fiduciary to our clients We focus on our clients' lives and goals and provide great value to them We employ highly productive and trustworthy personnel and leverage information technology
About Us - New Capital Management Houston-based New Capital Management is led by Fiduciary advisor, Leonard Golub, CFA We focus on financial planning, investment management, account administration communications
The New Capital Journal — New Capital Management Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point The market rally that began in the second half of 2023 carried over to the first half of 2024, even as inflation fell slightly and the Fed kept rates steady 7 4 24 New Capital Management
2022 Year End Letter to Clients - New Capital Management Our 2022 client conference was held this past October 27 and was truly a great success Approximately 50 New Capital clients, both in person and online, benefited from remarks from our guest experts from Fidelity, BlackRock, and Dimensional You can watch replays here, and here are my own remarks
The 50 Most Valuable Companies in the World in 2023 In this graphic, we present a treemap chart that visualizes the world’s top 50 publicly-traded companies by market cap, using data as of Aug 16, 2023 Editor’s note: While market capitalization is a simple way to compare publicly-traded companies, it does have some limitations
Matrix Book - New Capital Management 2023 Dimensional Matrix book Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns Includes a feature essay on the evolution of Dimensional’s fixed income investing
Jaycee Smalley - Vice President — New Capital Management Jaycee Smalley began at New Capital as an intern in March 2015 After she graduated with a BBA from the University of Houston's accounting program in December 2016, she was promoted to the role of Administrative Advisor, where she handled client service needs and account administration
Survivor’s Trusts: What You Need to Know - New Capital Management How to set up a Survivor's Trust Setting up a Survivor's Trust isn't all that different from creating a Trust Fund It is as simple as following the steps outlined below: Enlist the help of a qualified attorney: Trusts are complicated financial vehicles that can dictate your legacy for generations
Dynamic spending: A better way to budget in retirement If you’re close to retirement or already retired, this can pose a significant concern—but it doesn’t have to Investors use a number of methods to figure out how much they can spend in retirement, but one, in particular, stands out: a dynamic spending approach