Read More
February 19, 2026
Are You Taking Too Much—or Too Little—Risk in Your Portfolio?
Portfolio risk is often discussed in terms of age. But the amount of risk that makes sense often…
February 5, 2026
2026 Market Outlook: Keeping Perspective After a Strong 2025
Please read our important disclosures below. In this Q4 edition of our Market Outlook, Newport Capital Group’s Senior…
February 5, 2026
Market Commentary and Outlook — Q4 2025
Capital Markets Performance Global equity markets had a strong 2025, with indices around the world ending the year…
January 15, 2026
Is Your Retirement Income Strategy Tax-Efficient?
For high-net-worth individuals, generating retirement income is only one part of a broader strategy. Equally critical is maximizing…
December 18, 2025
When Should You Start a Family Foundation? And How?
As charitable giving becomes more structured and more deeply embedded in family identity, many families are asking whether…
November 20, 2025
How Philanthropy Can Serve as a Tool for Family Unity
Shared giving can do more than support good causes. It can bring families closer together. In recent years,…
November 19, 2025
Michelle Bennett Named to Pensions & Investments’ 2025 Influential Women in Institutional Investing
Pensions & Investments has named Michelle Bennett, AIF®, CFP®, to its list of 2025 Influential Women in Institutional…
October 31, 2025
Market Outlook: October 2025 — Staying the Course Amid Shifting Signals
Please read our important disclosures below. In this third-quarter edition of our Market Outlook, Newport Capital Group’s Senior…
October 31, 2025
Market Commentary and Outlook — Q3 2025
Capital Markets Performance U.S. equity markets ended the third quarter near record highs, as strong corporate earnings and…
October 23, 2025
Four Reasons Why the 2026 Roth Catch-Up Rule Creates Opportunities for Nonqualified Deferred Compensation Plans
What is Changing? 1,2,3 Originating from the SECURE 2.0 Act and beginning January 1, 2026, high-earning employees will…