Please read our important disclosures below.


In Newport Capital Group’s recent webinar, senior vice president of investment strategy, Robert Milmore, CFA, and senior vice president of financial planning, Jocelyn Venables, CFP®, presented investors with a thorough market investment overview, delving into what’s working, what we’re watching and potential opportunities for the coming year.

The webinar covered diverse topics, including:

  • 2023 Asset Class Returns: Despite challenges, markets showed resilience in 2023, rewarding long-term investors. The discussion touched on the “Magnificent 7” stocks and their impact on the S&P 500’s performance.
  • Economic Indicators: An examination of employment, inflation and GDP growth offered insight into their investment implications.
  • Global Valuations: Evaluated global equity and fixed income valuations and identified opportunities in international markets.
  • Geopolitical Risks: The continued monitoring of geopolitical tensions for their impact on portfolios.
  • Investment Strategies: The importance of diversification and maintaining a balanced approach.

Staying informed and adopting prudent investment strategies remains essential amidst the market uncertainties of 2024. If you have any questions on how to mold your investment strategy to better position yourself, please do not hesitate to contact us.



The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. In addition, information presented in this presentation is believed to be factual and up to date, but Newport Capital Group, LLC does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. 

This presentation includes forward-looking statements and opinions, including descriptions of anticipated market changes and expectations of future activity. Forward-looking statements and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. In addition, all expressions of opinion are subject to change without notice in reaction to shifting market conditions. Therefore, undue reliance should not be placed on such forward-looking statements and opinions.

Historical performance results for investment indices are provided for general educational purposes only. Indexes are unmanaged, do not incur fees or expenses (which decrease historical performance returns), and cannot be invested in directly. Therefore, it should not be assumed that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Newport Capital Group, LLC) or product will be profitable or equal the corresponding indicated performance level(s).

Investing involves risk including a total loss of the principal amount invested. In addition, diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Past performance is not indicative of future returns.