What We're Thinking
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…
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…
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…