What We're Thinking
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,…
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…
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…
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…
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…
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…
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…