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August 21, 2025
You’ve Sold Your Business—Now What?
For many business owners, selling a company is the culmination of years or even decades of risk-taking, sacrifice…
August 7, 2025
Newport Capital Group Ranked on Financial Advisor Magazine’s 2025 Top RIA List
Newport Capital Group has been ranked #34 on Financial Advisor Magazine’s 2025 list of America’s Top RIAs. This…
August 7, 2025
Michelle Bennett Recognized in Family Wealth Report’s Acclaim 2025
We’re proud to share that Executive Vice President at Newport Capital Group, Michelle Bennett, AIF®, CFP®, is featured…
July 31, 2025
Market Outlook: July 2025 — A Second Quarter Defined by Reversals and Resilience
Please read our important disclosures below. In this midyear edition of our Market Outlook, Newport’s Senior Vice President…
July 31, 2025
Market Commentary & Outlook – Q2 2025
Capital Markets Performance U.S. equity markets ended the quarter at record highs, despite a significant market selloff early…
July 31, 2025
Newport Capital Group Ranked Among Barron’s Top Institutional Consulting Teams
Barron’s has ranked Newport Capital Group No. 42 on its 2025 Top 100 Institutional Consulting Teams list. The…
July 17, 2025
Navigating Finances During and After a Divorce
For high-net-worth individuals, divorce isn’t just emotionally challenging but also a major financial turning point that can fundamentally…
June 25, 2025
What’s the Right Age to Bring Kids into the Family Wealth Conversation?
“We want our kids to be financially responsible, but talking about wealth too soon or too often—or both—feels…
May 15, 2025
Does Your Financial Advisor Have a Working Relationship with Your CPA and Estate Planning Attorney?
Investments, taxes, estate planning, philanthropy, risk management and family governance all play integral roles in preserving and growing…
May 9, 2025
Michelle D. Bennett, AIF®, CFP® Highly Commended at the 2025 Family Wealth Report Awards
We are proud to share that Newport Capital Group’s Executive Vice President and Founding Partner, Michelle D. Bennett,…