What We're Thinking
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…
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…
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…
Market Commentary & Outlook – Q1 2025
Capital Markets Update Volatility in the global capital markets intensified following President Trump’s April 2nd tariff announcement, as…