What We're Thinking
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…
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…
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…
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…
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…