What We're Thinking
Losing a Spouse: Navigating Grief and Financial Decision-Making
Few life events bring as much emotional and financial change as the loss of a spouse. Still, this…
Market Commentary and Outlook — Q1 2026
Capital Markets Performance Global capital market volatility intensified during the first quarter. Early in the quarter,…
There’s a Lot of Uncertainty in the Markets. Here’s What You Can Do
Market movements often feel like a personal challenge. When headlines flash red and volatility spikes, the natural human…
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…