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If smarter financial planning is on your list of new year’s resolutions, this month-by-month checklist will be a helpful start. Some items have deadlines. So you may want to note key dates in your calendar. Others are not time-sensitive, but we’ve scheduled them for certain months ... Keep Reading "Financial planning checklist for 2017" >

Wondering where to invest in 2017? It’s a good question — one the Newport Investment Committee  spends a lot of time assessing and managing. In times like these, we think it is more important than ever to have broad asset class diversification in your investment portfolio — with ... Keep Reading "The search for investment bargains in 2017" >

Whether you’re still searching for the right read for someone on your gift list, or you want to indulge in some quality downtime yourself this holiday season, here are some book suggestions from the Newport wealth management team. There’s something for everyone — a diversified mix ... Keep Reading "Newport’s holiday reading list" >

A new chapter of populist politics was written in the United States last night with Donald Trump’s stunning victory over Washington insider Hillary Clinton in the most divisive election in recent U.S. history. Polls leading up to election night showed a tight race but with most pundits giving ... Keep Reading "Is your asset mix positioned for Trump victory?" >

You are now generating significant cash flow from your practice and have other decisions to make such as: What to do with the surplus cash? How much to save? How much to spend? What’s the best way to turn surplus cash flow into wealth? Keep Reading "Making the most of a mature dental practice" >

A practical guide to conscious choices that will shape your family’s relationship with mon Keep Reading "Net worth. Self worth. What values will you pass on?" >