What We're Thinking
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…
Newport Capital Group Ranked Among Barron’s Top Institutional Consulting Teams
Barron’s has ranked Newport Capital Group No. 42 on its 2025 Top 100 Institutional Consulting Teams list. The…
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…
Michelle D. Bennett, AIF®, CFP® Highly Commended at the 2025 Family Wealth Report Awards
We are proud to share that Newport Capital Group’s Executive Vice President and Founding Partner, Michelle D. Bennett,…
Market Commentary & Outlook – Q1 2025
Capital Markets Update Volatility in the global capital markets intensified following President Trump’s April 2nd tariff announcement, as…