What We're Thinking

June 4, 2024

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…

June 4, 2024

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…

May 29, 2024

Domenic DiPiero Named a 2024 PLANADVISER Top Retirement Plan Adviser

Newport Capital Group is proud to announce that Domenic DiPiero has been named a 2024 PLANADVISER Top Retirement…

May 29, 2024

Newport Capital Group Was Named to the National Association of Plan Advisors 2024 Napa Top DC Advisor Teams Ranking

Newport Capital Group is pleased to announce that it has been included in the National Association of Plan…

April 29, 2024

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…

April 25, 2024

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…

March 22, 2024

27.22 Million Reasons to Review Your Estate Plan

2024 is a critical year for estate planning. One key reason: current estate and gift tax exemptions, which…

February 13, 2024

Webinar Replay – 2024: What’s Working, What We’re Watching and Potential Opportunities for the Coming Year

Please read our important disclosures below.   In Newport Capital Group’s recent webinar, senior vice president of investment…