What We're Thinking
Does It Make Sense to Do a Roth IRA Conversion?
Tax-deferred investment growth, tax-free distributions. These are the defining characteristics of Roth IRAs, which make them highly attractive…
Webinar Replay: Year-End Planning—Key Tax Updates for 2025
Please read our important disclosures below. In Newport Capital Group’s recent webinar, Year-End Planning: Key Tax Updates for 2025,…
Using Holiday Gatherings to Discuss Family Values, Mission and Philanthropy
The holiday season is here, which we hope means spending more time with family and loved ones, strengthening…
How to Give and Donate Stocks: A Guide for Generational Wealth Families
Many high-net-worth families have long-term goals of transferring wealth to future generations while also giving back to the…
Webinar Replay: Top Questions from Clients: Legal, Investment, and Other Insights
Please read our important disclosures below. In Newport Capital Group’s recent webinar, Top Questions from Clients: Legal, Investment, and…
Market Commentary & Outlook – Q3 2024
U.S. Economy and the Federal Reserve Despite increased volatility during the third quarter, U.S. equity markets ended September…
The Why and How of Creating a Succession Plan for a Family Business
Business owners usually have long to-do lists. They’re charged with making key decisions about growth. They scrutinize balance…
Strategies for Effective Charitable Giving
Charitable giving plays a critical role in improving people’s lives around the world. Increasingly, ultra-high-net-worth individuals and families…