Our Views

As we step into the New Year, many of us are setting intentions to improve our personal and professional lives, alongside our health and well-being. But an area that often gets overlooked is managing our wealth. We asked our team of seasoned portfolio managers to offer their perspectives on ... Keep Reading "New Year, New Wealth Resolutions" >

In our Q3 2023 video update, Newport’s Chief Investment Officer Mark Kinney highlights how we position our portfolios, remaining patient in challenging markets. Our strategy prioritizes financial well-being, focusing on income, growth, and diversification for our clients. We meticulously ... Keep Reading "Q3 2023 Quarterly Investment Update" >

It’s the goal of every investor to ensure they have the best possible investment strategies tailored to their financial goals. But navigating the complex world of investments can be daunting. Newport works with clients to identify opportunities that offer superior benefits. In this blog post, ... Keep Reading "The Investors’ Dilemma: Bonds vs. GICs" >

As Thanksgiving approaches, it’s a time to gather with loved ones, reconnect with friends, share delicious meals, and express gratitude for the blessings in our lives. It can also serve as a reminder to think about the future, especially the next generation. “At Newport Private Wealth, we’ve ... Keep Reading "Making Thanksgiving Meaningful" >

If the second quarter seemed eerily familiar, that’s because many themes continued from Q1. While inflation appeared to be levelling off, central banks are still increasing rates to combat rising prices. This is a balancing act. Higher rates increase the cost of borrowing, but higher prices ... Keep Reading "Q2 2023 – The Quarter That Was" >

There are times when an investor’s patience is tested, especially in the short term. This may well be one of those times. We are in a different investment environment today than we’ve had for the past 40 years. In the short term it can be uncomfortable. Portfolio returns may underperform ... Keep Reading "Q2 2023 Quarterly Investment Update" >

Planes, trains and automobiles…when we’re not outside enjoying the summer weather, chances are we’ll be hitting the road to escape to the cottage or further afield. To make the time fly by, more and more people are tuning into podcasts, and the Newport team is no exception. ... Keep Reading "11 Picks for Your Summer Podcast List" >

It’s June 21! Summer is officially here. As we trade our spring jackets for shorts and head to the beach, cottage or hop on a plane for a long-awaited vacation, it’s the perfect time to dive into a book or two. Looking for inspiration? We asked members of the Newport team what titles are on... Keep Reading "18 Books for Your Summer Reading List" >

In this occasional blog series, we take you behind the scenes to meet the team at Newport Private Wealth. Today, we’re highlighting Jordan Schwann, Managing Director & Portfolio Manager, who joined Newport in 2015. We spoke with Jordan about how he got started in the financial services ... Keep Reading "Meet the Team: Jordan Schwann" >

After a challenging 2022, equity markets enjoyed a relief rally in January. The Standard & Poor’s 500 Index (S&P 500) finished the month with a gain of just over 6%, as investors were optimistic that declining inflation signalled a potential end to interest rates hikes. Sentiment ... Keep Reading "Q1 2023 – The Quarter That Was" >