Tag: Newport Capital Group

Financial scams used to be fairly easy to detect. They often arrived as poorly written emails, suspicious phone calls or offers that seemed too good to be true. 

Few life events bring as much emotional and financial change as the loss of a spouse. 

For many families, the idea of a vacation home carries an emotional pull that goes beyond square footage or views. It’s about gathering children and grandchildren in one place, creating traditions, and building something that lasts beyond a single generation.

Portfolio risk is often discussed in terms of age. But the amount of risk that makes sense often depends more on goals, time horizon and cash needs than a number on the calendar.

For high-net-worth individuals, generating retirement income is only one part of a broader strategy. Equally critical is maximizing your net retirement income.

Shared giving can do more than support good causes. It can bring families closer together.

As charitable giving becomes more structured and more deeply embedded in family identity, many families are asking whether a private family foundation is the right next step.

Regardless of how tight your family relationships are, talking about money can present challenges.

For many families, giving is one of the most rewarding uses of wealth. In 2024, Americans gave a record $592.5 billion to charity, highlighting how generosity remains at the heart of our culture, even amid rising uncertainty and changing philanthropic trends.

For many business owners, selling a company is the culmination of years or even decades of risk-taking, sacrifice and more than a few sleepless nights. It’s a major life event, and most business owners I encounter put a great deal of planning into the transaction.