Our Views

  • As a new parent myself, I know that raising a family is costly. Even more so for families who pay for their children (or grandchildren) to attend private school. For example, at a private school in my Toronto neighbourhood, tuition is roughly $21,000 annually, per child, for grades 1-8, and ... Keep Reading >
  • At a recent institutional investment conference, several money manager panelists were asked whether they were still finding buying opportunities in their asset class, given the long and significant run-up in prices. Every one of them responded enthusiastically yes. Was this a case of a savvy ... Keep Reading >
  • A recent Globe and Mail article on the investment practices of Ultra High-Net-Worth investors caught our eye. The piece was based on global investment firm, KKR & Co.’s survey of investors with US$30 million or more in net assets. Since we have long modeled our investment approach on ... Keep Reading >
  • There has been a lot of news recently about financial troubles at certain Canadian real estate companies and non-bank lenders. It might cause investors to wonder if real estate as an asset class is still an attractive investment. Like so many things, it depends. At Newport Private Wealth, real ... Keep Reading >
  • Recently, we have seen a lot of so-called “balanced portfolios” from prospective investors with one of two concerns.  Either they have a typical 40%-50% weighting in bonds that earns meagre returns, or in search of higher returns, they have 70%-80% of the portfolio invested in ... Keep Reading >
  • The federal government announced last week that it will table its budget on March 22nd – putting an end to the guessing game. Speculation remains rampant about possible changes to capital gains taxation. Rumours are circulating that the federal government may increase the capital gains ... Keep Reading >
  • It’s a real-life Hollywood success story.  Snap, the L.A.-based parent company of the popular Snapchat app, is going public with an IPO set for later this week. With the company’s value estimated at around $20 billion, many employees will become  millionaires — its founders ... Keep Reading >
  • It used to be, a secure retirement income was generated from a balanced portfolio of stocks and bonds. Bonds were the stabilizing force that provided income and offset equity risk. And for more than two decades, bonds have provided excellent returns. But with interest rates rising, the outlook ... Keep Reading >
  • If smarter financial planning is on your list of new year’s resolutions, this month-by-month checklist will be a helpful start. Some items have deadlines. So you may want to note key dates in your calendar. Others are not time-sensitive, but we’ve scheduled them for certain months ... Keep Reading >
  • Wondering where to invest in 2017? It’s a good question — one the Newport Investment Committee  spends a lot of time assessing and managing. In times like these, we think it is more important than ever to have broad asset class diversification in your investment portfolio — with ... Keep Reading >