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• International Women’s Day 2024: Meet Janet McKelvey, Co-Founder of TRIP Canada

  03/07/2024
  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" >

• Q4 2023 Review & Economic Outlook

  02/29/2024
  In our latest Investment Update, featuring insights on the fourth quarter from Newport’s Chief Investment Officer, Mark Kinney. Mark discusses the actions we took in the quarter to continue to protect assets amidst market highs and lows. He also shares a perspective on how 2024 is ... Keep Reading "Q4 2023 Review & Economic Outlook" >

• Q4 2023 – The Quarter That Was

  02/26/2024
  Optimism about potential interest rate cuts in 2024 fueled fourth quarter rallies in both equities and bonds. This resulted in the yield on the 10-year U.S. Treasury falling from 5.05% in October to 3.88% by year end and it sparked an equity market rebound that finally included more than just ... Keep Reading "Q4 2023 – The Quarter That Was" >

• Meet the Team: Evgeniya Pollock

  01/22/2024
  Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. Today, we’re highlighting Evgeniya Pollock, Vice President, Wealth Planning Group, who joined Newport in January 2023. After almost seven years at Edward Jones, and five years running her own CPA ... Keep Reading "Meet the Team: Evgeniya Pollock" >

• Your Personal Financial Checklist

  01/16/2024
  If you made a resolution to be proactive, plan ahead, and get on top of your financial affairs this year, we’ve put together a month-by-month Personal Financial Checklist. It details the important “to dos” that form the foundation for a sound financial strategy. While not every item may apply ... Keep Reading "Your Personal Financial Checklist" >

• New Year, New Wealth Resolutions

  01/03/2024
  As 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" >

• Q3 2023 Quarterly Investment Update

  10/31/2023
  In our Q3 2023 video update, Newport’s Chief Investment Officer Mark Kinney highlights how we position our portfolios, remaining patient in challenging markets. Our strategy prioritizes financial well-being, focusing on income, growth, and diversification for our clients. We meticulously ... Keep Reading "Q3 2023 Quarterly Investment Update" >

• The Investors’ Dilemma: Bonds vs. GICs

  10/12/2023
  It’s the goal of every investor to ensure they have the best possible investment strategies tailored to their financial goals. But navigating the complex world of investments can be daunting. Newport works with clients to identify opportunities that offer superior benefits. In this blog post, ... Keep Reading "The Investors’ Dilemma: Bonds vs. GICs" >

• Making Thanksgiving Meaningful

  10/05/2023
  As 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" >

• Q2 2023 – The Quarter That Was

  08/02/2023
  If the second quarter seemed eerily familiar, that’s because many themes continued from Q1. While inflation appeared to be levelling off, central banks are still increasing rates to combat rising prices. This is a balancing act. Higher rates increase the cost of borrowing, but higher prices ... Keep Reading "Q2 2023 – The Quarter That Was" >