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• A young adult’s guide to smart spending

  06/11/2014
  We recently held the spring session of our popular NextWave program, an educational and networking based initiative that helps the next generation of our client families become more informed, confident and financially independent. On an evening in May, a group of young adults in their 20s and ... Keep Reading "A young adult’s guide to smart spending" >

• Risk management is a hard sell!

  01/29/2014
  Equity mutual funds are getting a late Christmas gift this month: they are finally able to drop return data from 2008 from the calculation of their five-year performance numbers. Why is that important? In 2008, global equity markets fell between 30-54% (as if we need reminding!). Given that ... Keep Reading "Risk management is a hard sell!" >

• NextWave – A young adult’s guide to investing

  12/04/2013
  We hosted our 3rd NextWave event last week in our King West offices where over 30 young adults gathered to learn about and discuss financial issues specifically relevant to the younger age demographic. This NextWave event is part of a larger program to help young adults develop healthy money ... Keep Reading "NextWave – A young adult’s guide to investing" >

• Are your adult children financially astute?

  10/17/2013
  Adult children of wealthy families are not prepared to handle wealth. That is one of the most common concerns among Newport Private Wealth’s hundreds of wealthy clients. Wealthy baby boomers are moving into their golden years, planning for the succession of assets and realizing their adult ... Keep Reading "Are your adult children financially astute?" >

• Baby checklist

  10/01/2013
  As part of our NextWave program of financial education for young adults in their 20s and 30s, we have put together a checklist outlining some important financial elements that parents, or even grandparents, may wish to consider. Keep Reading "Baby checklist" >

• Our second NextWave event a success!

  05/22/2013
  Recently we held the second event in our NextWave series, an educational and networking forum designed for adult children of affluent families. Our goal is to provide information on financial matters and help them to better manage their wealth – all in a fun, informal atmosphere. Despite ... Keep Reading "Our second NextWave event a success!" >

• Passing wealth on now, later, ever?

  02/12/2013
  Today’s Globe & Mail High Net Worth section featured Newport Private Wealth in a piece by journalist Paul Brent entitled Don’t let your money spoil the kids. It deals with the issues, desires, opportunities and complications of wealthy baby boomers assisting their offspring ... Keep Reading "Passing wealth on now, later, ever?" >

• Convexity and bonds

  01/31/2013
  Yesterday’s Globe and Mail included an interesting article by Boyd Erman on the impact of “convexity” on bond prices. That is, the measure of the sensitivity of the price of a bond to changes in interest rates. As advisors, we try to avoid jargon like volatility, duration, correlation and ... Keep Reading "Convexity and bonds" >

• Engaging the next generation

  12/18/2012
  At the end of November we held our launch event for NextWave, Newport Private Wealth’s initiative for young adults to help them become better equipped at managing wealth. We had a tremendous turnout with over 40 young adults in attendance for an evening of networking and a brief introduction to ... Keep Reading "Engaging the next generation" >

• Catalyst funding… for families?

  12/05/2012
  ‘Catalyst funding’ is a notion commonly associated with business, health care and even the not-for-profit sector. It describes investments that are made to accelerate the development of an innovation or strategy. The theory being that with such funding, desired outcomes can be achieved faster ... Keep Reading "Catalyst funding… for families?" >