What We're Thinking
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…
Featured in U.S. News & World Report: SECURE 2.0 Act: Key Insights from Michelle Bennett
Michelle Bennett AIF®, CFP®, executive vice president at Newport Capital Group, was spotlighted in U.S. News & World…
Newport Capital Group’s Michelle Bennett Featured on NJBIA’s Planet New Jersey Podcast
Michelle Bennett AIF®, CFP®, Executive VP and founding partner at Newport Capital Group, recently shared her insights on the…
Newport Capital Group Ranks #33 on Financial Advisor Magazine’s 2024 Top RIAs List
Newport Capital Group is proud to announce its ranking as #33 on Financial Advisor Magazine’s 2024 list of Top…
Strategies for Effective Charitable Giving
Charitable giving plays a critical role in improving people’s lives around the world. Increasingly, ultra-high-net-worth individuals and families…
Webinar Replay: 2024 Mid-Year Update – Remaining Balanced
Please read our important disclosures below. Newport Capital Group recently hosted an insightful webinar featuring Robert Milmore, CFA…
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…