What We're Thinking
I’m Thinking of Changing My Financial Advisor. What’s Next?
Financial advisors can play a crucial role in preserving and growing generational wealth. But it’s also true that…
Are My Assets Enough for Retirement and an Inheritance?
For readers who wonder—and worry—if you will have enough money to comfortably retire and be able to leave…
4 Steps to Hiring a CPA and Trust & Estate Attorneys
Choosing the right Certified Public Accountant (CPA) and/or Trust and Estate (T&E) attorney is crucial for high-net-worth families.…
Market Outlook: January 2025—A Fresh Look at the Year Ahead
Please read our important disclosures below. In this special video edition of our Market Outlook, Rob Milmore,…
Market Commentary & Outlook – Q4 2024
Capital Markets Performance U.S. equity markets ended the year with a second consecutive 20% plus annual gain for…
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…