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For many families, summer’s first long weekend marks the official kick-off of “cottage” season. And whether you call it a cottage, cabin or chalet, these sanctuaries provide a perfect escape from the hustle and bustle of daily life, offering a backdrop for memorable family gatherings. However, ... Keep Reading "Planning the Future of the Family Cottage" >

In Newport’s Q1 2024 update video and economic outlook, Newport’s Chief Investment Officer, Mark Kinney, highlights Newport’s investment approach, results from the most recent quarter and timely insights on the current environment. All five of Newport’s mandates achieved positive returns ... Keep Reading "Q1 2024 Review & Economic Outlook" >

We often think of financial planning as a complex field, dictated by economics and market analysis. However, at its core, many sound financial principles are surprisingly similar to the simple life lessons we learned from our mothers growing up. As we celebrate Mother’s Day this weekend, here ... Keep Reading "Mom’s Financial Words of Wisdom" >

If you’re a medical professional, you’ve invested immense time and resources into your education and career development. Yet, the demanding nature of building and growing a medical practice often leaves little room for anything else. Despite the capability to generate wealth, many professionals ... Keep Reading "Rx for Wealth: How Medical Professionals Can Maximize Financial Health" >

Nirosha and her daughters Samadinee, Sachintha and Chaya This International Women’s Day, Newport had the opportunity to talk with Janet McKelvey, Co-Founder of TRIP Canada. Since 2005—and approaching the 20th anniversary of the tsunami on Boxing Day 2024—McKelvey and TRIP Canada have built over ... Keep Reading "Celebrating International Women’s Day 2024" >

As we celebrate International Women’s Day (IWD), the story of Janet McKelvey and TRIP Canada emerges as an emblem of hope and the power of one individual to instigate monumental change. McKelvey first travelled to Sri Lanka to provide short-term aid in response to the Boxing Day tsunami ... Keep Reading "International Women’s Day 2024: Meet Janet McKelvey, Co-Founder of TRIP Canada" >

Optimism about potential interest rate cuts in 2024 fueled fourth quarter rallies in both equities and bonds. This resulted in the yield on the 10-year U.S. Treasury falling from 5.05% in October to 3.88% by year end and it sparked an equity market rebound that finally included more than just ... Keep Reading "Q4 2023 – The Quarter That Was" >

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. Today, we’re highlighting Evgeniya Pollock, Vice President, Wealth Planning Group, who joined Newport in January 2023. After almost seven years at Edward Jones, and five years running her own CPA ... Keep Reading "Meet the Team: Evgeniya Pollock" >

If you made a resolution to be proactive, plan ahead, and get on top of your financial affairs this year, we’ve put together a month-by-month Personal Financial Checklist. It details the important “to dos” that form the foundation for a sound financial strategy. While not every item may apply ... Keep Reading "Your Personal Financial Checklist" >

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" >