What We're Thinking
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,…
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…