What We're Thinking
Planning to Relocate or Buy a Vacation Home? What to Consider First
For many families, the idea of a vacation home carries an emotional pull that goes beyond square footage…
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…
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…
Market Commentary and Outlook — Q4 2025
Capital Markets Performance Global equity markets had a strong 2025, with indices around the world ending the year…
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…
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…
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,…
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…