Please read our important disclosures below.
In Newport Capital Group’s recent webinar, Top Questions from Clients: Legal, Investment, and Other Insights, John Wibbelsman, CFA, senior vice president of investments, and legal expert Eric Paley discussed pressing client concerns, addressing key topics in the investment and legal arenas. Moderated by Diane Wasser, the discussion focused on providing a well-rounded perspective on some of the most frequently asked questions.
The webinar explored several critical areas, including:
- Managed accounts: overview of benefits, costs, and a recent lawsuit
- ESG and Litigation: updates on ESG investments and ERISA litigation
- Cryptocurrency: developments in Bitcoin and Ether
- Meeting minutes compliance: importance of detailed minutes, referencing the Black & Decker BlackRock case
- Secure 2.0 Act: key provisions affecting retirement planning
Missed the live session? Watch the replay to learn how these topics could influence your financial strategy.
Remaining proactive in understanding these topics can significantly enhance your investment strategy. If you have any questions or would like further details, feel free to contact us.
As always, feel free to reach out with any questions.
Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. In addition, information presented in this presentation is believed to be factual and up to date, but Newport Capital Group, LLC does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
This presentation includes forward-looking statements and opinions, including descriptions of anticipated market changes and expectations of future activity. Forward-looking statements and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. In addition, all expressions of opinion are subject to change without notice in reaction to shifting market conditions. Therefore, undue reliance should not be placed on such forward-looking statements and opinions.
Historical performance results for investment indices are provided for general educational purposes only. Indexes are unmanaged, do not incur fees or expenses (which decrease historical performance returns), and cannot be invested in directly. Therefore, it should not be assumed that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Newport Capital Group, LLC) or product will be profitable or equal the corresponding indicated performance level(s).
Investing involves risk including a total loss of the principal amount invested. In addition, diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Past performance is not indicative of future returns.