What We're Thinking
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…
Recognized for Excellence: Newport Capital Group Among Pensions & Investments’ Top 50 Investment Consultants
Newport Capital Group is proud to announce its ranking as the 44th Largest Investment Consultant in Pensions &…
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…
Featured in U.S. News & World Report: Michelle Bennett on Shifting Retirement Realities
U.S. News & World Report recently asked Michelle Bennett, AIF®, CFP®, and executive vice president at Newport Capital Group…