What We're Thinking
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…
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…