What We're Thinking
How to Rebuild Financial Stability Following a Divorce
In regular meetings with clients and families, some form of this question is always asked: Has anything related to…
Market Commentary & Outlook – Q2 2024
U.S. Economy and the Federal Reserve Economic growth in the U.S. is showing signs of slowing as the…
What Affluent Families Need to Know About Tax Laws
For affluent families, tax planning is not just about complying with the law. It is also a critical…
How to Avoid ‘Sudden Wealth Syndrome’ When Leaving Wealth to Children
Only about 10% of families can expect their wealth to last beyond their grandchildren’s generation. [1] That was…
Should I Use a Trust in My Planning?
When thinking about financial planning and estate planning at the highest level, many of the goals that families…
Webinar Replay: Estate Planning in an Evolving Tax Landscape
Please read our important disclosures below. You can now watch the replay of Newport Capital Group’s…
Market Commentary & Outlook – Q1 2024
U.S. Economy and the Federal Reserve U.S. equity market momentum continued during the first quarter as the S&P…
How Much Money Should I Leave My Kids?
For people who have not given much thought to the titular question, the answer may seem like a…