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• The search for investment bargains in 2017

  12/30/2016
  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" >

• Newport’s holiday reading list

  12/09/2016
  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" >

• Is your asset mix positioned for Trump victory?

  11/09/2016
  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?" >

• Financial planning checklist – 2016

  01/07/2016
  To help you plan for 2016, we offer this month-by-month guide to organizing and optimizing your financial affairs. Keep Reading "Financial planning checklist – 2016" >

• Protecting your portfolio against currency changes

  03/12/2015
  In our conversations with clients, one question keeps coming up these days: “The Canadian dollar has dropped a lot. How is this impacting my investments?” Keep Reading "Protecting your portfolio against currency changes" >

• Retirement planning for the high-net-worth investor

  02/18/2015
  If there is one question that is common to almost all Newport Private Wealth clients it is this: "How much money do I need to retire without any worries I’ll outlive my capital?” Keep Reading "Retirement planning for the high-net-worth investor" >

• Millennials and money: are they ready for the responsibility of wealth?

  12/03/2014
  A freak mid-November snow storm didn’t stop some twenty-five young adults from participating in Newport Private Wealth’s popular educational and networking forum, NextWave. Keep Reading "Millennials and money: are they ready for the responsibility of wealth?" >

• Manage RRIF rules carefully – or you could run out of money

  07/08/2014
  Planning for retirement can be challenging. Attempting to balance your need for current income against the risk of outliving your savings is hard enough and, as it turns out, the federal government is not making things any easier. Keep Reading "Manage RRIF rules carefully – or you could run out of money" >

• How to protect your investments from a market downturn

  06/25/2014
  At our investment meeting this week, one of my colleagues shared the news that he had received a call late the night before from a prospective client confirming his decision to hire us to manage his portfolio. While that itself is not news we’re thankful to say, what was interesting was the ... Keep Reading "How to protect your investments from a market downturn" >

• How to talk to aging parents about their financial affairs

  06/18/2014
    There comes a point when adult children should be asking certain questions of their parents to ensure that their financial affairs are in order. As parents age, achieving financial independence for retirement is a primary objective and effective planning should start well ahead of time. ... Keep Reading "How to talk to aging parents about their financial affairs" >