Our Views

At a recent institutional investment conference, several money manager panelists were asked whether they were still finding buying opportunities in their asset class, given the long and significant run-up in prices. Every one of them responded enthusiastically yes. Was this a case of a savvy ... Keep Reading "Does your money manager have an asset class bias?" >

There has been a lot of news recently about financial troubles at certain Canadian real estate companies and non-bank lenders. It might cause investors to wonder if real estate as an asset class is still an attractive investment. Like so many things, it depends. At Newport Private Wealth, real ... Keep Reading "Real estate volatility on the rise – adversity or opportunity?" >

Recently, we have seen a lot of so-called “balanced portfolios” from prospective investors with one of two concerns.  Either they have a typical 40%-50% weighting in bonds that earns meagre returns, or in search of higher returns, they have 70%-80% of the portfolio invested in ... Keep Reading "Is your balanced portfolio truly balanced?" >

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" >