What We're Thinking
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…
Talking to Your Adult Children About Money—Without Creating Tension
Regardless of how tight your family relationships are, talking about money can present challenges. Parents want to equip…
Creating a Personal Giving Strategy That Aligns with Your Legacy
For many families, giving is one of the most rewarding uses of wealth. In 2024, Americans gave a…
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…
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…
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…
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…
Market Commentary & Outlook – Q2 2025
Capital Markets Performance U.S. equity markets ended the quarter at record highs, despite a significant market selloff early…