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• 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" >

• 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!" >