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  • Category: Becoming a Better Investor

    Is the U.S. market due for a correction?

    Is the U.S. stock market poised for a correction? Is January’s decline of 4% the start of a bigger correction?

    These are perfectly understandable questions. In fact, we hear them repeatedly when meeting with our clients here at Newport Private Wealth. And they are being heavily debated within our Investment Committee and by investment experts whose opinions we value. After all, the S&P 500 has increased by almost 50% in the last two years including 30% in 2013.

    The pessimists are arguing that:

    • the S&P 500 has increased for five consecutive years and a six-year streak has only happened once before (1982-89); and
    • market returns after two consecutive years of double digit returns have typically been modest; and
    • the stock market is expensive at 16x earnings.

    (Source: BMO Nesbitt)

    [read more >>]

    10 tax saving tips to do before year end!

    clock 150x150 10 tax saving tips to do before year end!With the arrival of December, our attention often turns to holiday preparations — but it’s not too late to save money on your taxes if you act soon.

    Here are ten tax planning ideas to consider before year end:

    [read more >>]

    The 3 most common portfolio woes — and how to fix them

    tools 12Apr 150x150 The 3 most common portfolio woes    and how to fix themEarlier this year, our Managing Director and Chief Wealth Management Officer, David Lloyd published a month-by-month Personal Finance Checklist to help readers organize and optimize their financial affairs and it’s been a popular post on this blog.

    April is a good month to review your portfolio after first quarter results are in: Perhaps a little ‘spring tune-up’ if you haven’t revisited your strategy in awhile?

    On that very subject, here’s a link to an article by Stephen Hafner, one of our Managing Directors & Portfolio Managers, written for the website Accretive Advisor. Stephen identifies the three
    most common portfolio problems we see — and how to fix them.