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06/21/2023It’s June 21! Summer is officially here. As we trade our spring jackets for shorts and head to the beach, cottage or hop on a plane for a long-awaited vacation, it’s the perfect time to dive into a book or two. Looking for inspiration? We asked members of the Newport team what titles are on... Keep Reading "18 Books for Your Summer Reading List" >
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06/08/2023In this occasional blog series, we take you behind the scenes to meet the team at Newport Private Wealth. Today, we’re highlighting Jordan Schwann, Managing Director & Portfolio Manager, who joined Newport in 2015. We spoke with Jordan about how he got started in the financial services ... Keep Reading "Meet the Team: Jordan Schwann" >
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05/17/2023After a challenging 2022, equity markets enjoyed a relief rally in January. The Standard & Poor’s 500 Index (S&P 500) finished the month with a gain of just over 6%, as investors were optimistic that declining inflation signalled a potential end to interest rates hikes. Sentiment ... Keep Reading "Q1 2023 – The Quarter That Was" >
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04/28/2023From the unforeseen bank collapses in the U.S. and Europe to public equity swings, it’s been another quarter for the record books. In our Q1 2023 video update, Newport’s Chief Investment Officer, Mark Kinney, talks about how Newport performed in the face of the abrupt shifts in market ... Keep Reading "Q1 2023 Quarterly Investment Update" >
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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" >