Our Views
Topic: Wealth
-
01/02/2025It’s a fresh, new year: the perfect time to plan ahead and identify those financial “to-dos” that form the foundation for a sound financial strategy for the year ahead. To streamline the process, download Newport’s Personal Financial Checklist, a handy month-by-month guide that covers the ... Keep Reading "Your Personal Financial Checklist" >
-
The holiday season reminds us of the joy and generosity that define this special time of year. It’s a moment to reflect on the impact of giving and how even the smallest acts of kindness can transform lives. As we celebrate the spirit of the season, we are proud to spotlight an incredible ... Keep Reading "A Season for Giving: TRIP Canada Celebrates 20 Years of Charitable Work in Sri Lanka" >
-
05/17/2024For 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" >
-
05/10/2024We 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" >
-
03/08/2024Nirosha 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" >
-
01/03/2024As 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" >
-
10/05/2023As 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" >
-
As we celebrate International Women’s Day 2023, it seems fitting to reflect on how the face of women and wealth is changing – and what remains the same. First, the good news. A recent McKinsey report indicates that “an unprecedented amount of assets will shift into the hands of US women over ... Keep Reading "International Women’s Day 2023: The changing face of wealth" >