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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" >
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Family Day, observed in many provinces across Canada, gives Canadians an opportunity to come together with loved ones and revel in together time. It may also be a time to think about something that’s especially meaningful—the future of your family’s financial legacy and wealth. According ... Keep Reading "Generational Wealth: How families can prepare for the future" >
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02/09/2023After two years of elevated gains, equity markets reversed and suffered a significant sell off in 2022. The bond market did not fare any better. Rising inflation required a year of interest rate hikes, resulting in one of the worst years ever for bonds. As a result, 2022 lags only two Great ... Keep Reading "Q4 2022 – The Quarter That Was" >
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If you made a resolution to get on top of your financial affairs in 2023, it’s not too late to put your good intentions into practice. Although January has come and gone, there’s still time to be proactive and plan ahead. To guide you, we’ve put together a month-by-month ... Keep Reading "Surviving the 2023 tax season – a Personal Financial Checklist" >
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01/31/2023As we look back at the markets in the last quarter, there are signs we’re in a transition. Inflation appears to be trending the right way, while interest rate hikes may be stabilizing. While we can’t predict what will happen next, having a diversified portfolio of public and private investments ... Keep Reading "Q4 2022 Quarterly Investment Update" >
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11/19/2022As investors grapple with the right strategy to protect themselves in volatile markets, the typical 60/40 portfolio has taken a beating. Newport’s view is that a diversification strategy is the best approach, no matter the markets conditions. Read on to see our take on the quarter that was, ... Keep Reading "Q3 2022 – The Quarter That Was" >
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10/25/2022The twists and turns of the past three months have wreaked havoc on traditional 60/40 portfolios. That’s different than what Newport clients experienced. They benefited from our diversified platform of public and private investments. In this Q3 video update, Newport’s Chief Investment Officer, ... Keep Reading "Q3 2022 Quarterly Investment Update" >
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10/07/2022From continued global conflict and economic volatility to the aftereffects of Hurricanes Fiona and Ian, these challenging past few months have been trying for many Canadians. Amidst all of this, Thanksgiving is a time to pause and reflect on our many blessings. At Newport, we are thankful for ... Keep Reading "Giving thanks this holiday weekend" >
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07/26/2022While markets have changed dramatically, our portfolio approach has not. In this Q2 video update, Newport’s Chief Investment Officer, Mark Kinney, shares how Newport positions our clients’ portfolios to weather market turbulence effectively, while protecting assets and generating income. Mark ... Keep Reading "Q2 2022 Quarterly Investment Update" >
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06/28/2022Toronto, Canada, June 28, 2022 – Newport Private Wealth, one of Canada’s largest wealth management firms serving high-net-worth individuals and families, is pleased to announce that it has opened a location in Waterloo, Ontario to better serve clients in the area. Leading the Waterloo client ... Keep Reading "Newport Private Wealth expands to Waterloo" >