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01/21/2021In this Fourth Quarter Investment Update, Newport Chief Investment Officer, Mark Kinney reviews the performance drivers of 2020 and the portfolio changes we’ve implemented for 2021. Last year’s winners are seldom next year’s winners. Listen as Mark describes the asset classes and strategies ... Keep Reading "Q4 Quarterly Investment Update" >
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No one could have predicted the kind of year that 2020 would turn out to be. As the coronavirus pandemic took hold in March, it upended lives, economies, social structures and political systems. But even as we mourn lives lost, companies that collapsed and consequences for our daily lives, we ... Keep Reading "Investing takeaways from an unforgettable 2020" >
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12/17/2020If there was a time for high-net worth Canadians to reflect, take stock of their wealth and tick key items off their year-end financial checklist, this would be it. Adapting your financial strategy—taking into account the developments of the past year—is as important as ever, despite the social ... Keep Reading "A year-end financial checklist" >
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12/10/2020No matter how or what you celebrate, this year’s festive season will be different. In that spirit, we’ve chosen a different way to pass along season’s greetings – one that is in keeping with the technology that’s allowed us all to stay connected during this pandemic. We hope that you enjoy our ... Keep Reading "Passing along Season’s Greetings" >
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Travelling to a sun destination this winter is more complicated thanks to COVID-19. But it is possible for snowbirds and vacationers alike to get away—even if it means navigating a few challenges to reach that warm-weather destination. From commercial airlines to private travel, there is a ... Keep Reading "How to get to your winter destination during COVID-19" >
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11/06/2020The coronavirus pandemic has thrown a wrench into many Canadians’ winter travel plans. Border closings, travel restrictions, quarantine rules, ever-changing flight schedules, rising coronavirus cases, and “hot spots” around the world are all factors to navigate. Not to mention one’s own comfort ... Keep Reading "Medical insurance options for winter travel" >
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10/23/2020In this Third Quarter Investment Update, Newport Chief Investment Officer, Mark Kinney talks about the three macro themes shaping our investment strategy and asset mix right now – and where we’re still finding pockets of value. If your portfolio needs some fresh thinking, please feel free ... Keep Reading "Is there still value in markets today?" >
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This weekend, as families gather for a socially-distanced (even virtual?) Thanksgiving dinner, the things we once took for granted, we now take with gratitude. Some of our client families use this traditional weekend celebration to discuss their charitable giving plans – putting gratitude into ... Keep Reading "A philanthropy primer: high-impact, tax-smart giving" >
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The coronavirus pandemic has prompted a great deal of reflection among Canadian pre- and post-retirees on many things, including estate planning. With a little more time on your hands, now may be the ideal time to ‘stress test’ your estate plan to make sure its many components reflect your ... Keep Reading "Why it’s time to ‘stress test’ your estate plan" >
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For high net-worth retirees, the risk of depleting their capital in their living years is sometimes a source of anxiety, no matter how wealthy they may be. This anxiety is heightened during periods of volatility when portfolios are down and their withdrawals take a proportionately bigger piece ... Keep Reading "How to manage “sequence of return” risk in retirement" >