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    What are you thankful for?

    Today is Thanksgiving and we are reminded of the old axiom to “count your blessings.”  In fact, recent studies have shown the practice of gratitude has enormous health benefits – everything from better-quality sleep, to a protective effect against heart attacks and improved levels of happiness.  We’re all for that!

    So in the spirit of appreciation, we’d like to share a few things for which we are grateful at Newport Private Wealth.

    Firstly, we are thankful for our clients who give us the privilege of doing meaningful work that makes a difference. We know it’s not just about a rate of return (although we never forget that‘s important too). The work we do is about helping people solve the issues that matter most to them. As someone once said, “Personal finance is mostly personal.” We are thankful for the opportunity to make a difference in people’s lives.

    Secondly, we are thankful for our partnership here at Newport Private Wealth. At a time when investment firms and their advisors move about like pieces on a chessboard, we feel particularly grateful to have a cohesive team of individuals with complementary skill sets who are committed to the business. We believe we can do our best work because we work together.

    We also give thanks for our team of support staff who work diligently to make things run smoothly and effectively. New additions this year have been a wonderful complement to the institutional knowledge of our long-standing employees.

    We are ever mindful of how very blessed we are in many respects and for the opportunity to serve our client, families and the communities in which we live and work.

    Happy Thanksgiving to you and your family.

    Talking turkey about money and values

    For many families, the Thanksgiving holiday is a wonderful time for creating and cultivating traditions. Stories are told – and retold (as I’m often accused), memories are created and, intentionally or unintentionally, a set of values gets handed down like the family silverware.

    Part of our job as wealth managers is to help families make conscious choices that will shape their relationship with money over multi-generations. The arrival of Thanksgiving weekend inspired us to revisit a whitepaper we had written in 2012 with input from Dr. Julie A. Morton, of Conscious Legacy Coaching, entitled: Net worth. Self worth. What values will you pass on? A practical guide to conscious choices that will shape your family’s relationship with money. Click this link to download the booklet or watch the video.

    Something to talk about over turkey dinner?