Our Views

  • Financial planning checklist for 2017

    by Kelly Willis - 01/02/2017

    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 throughout the year to help avoid procrastination. After all, according to Forbes magazine, just […]

  • The search for investment bargains in 2017

    by Kelly Willis - 12/30/2016

    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 laser-like security selection. After all, traditional asset […]

  • Newport’s Holiday Reading List

    by Kelly Willis - 12/09/2016

    Whether you’re still searching for the right read for someone on your gift list, or you want to indulge in some quality downtime yourself this holiday season, here are some book suggestions from the Newport wealth management team. There’s something for everyone — a diversified mix of geo-politics, business, arts, sports and intrigue. Dark Money by […]

  • Is your asset mix positioned for Trump victory?

    by Kelly Willis - 11/09/2016

    A new chapter of populist politics was written in the United States last night with Donald Trump’s stunning victory over Washington insider Hillary Clinton in the most divisive election in recent U.S. history. Polls leading up to election night showed a tight race but with most pundits giving the nod to Clinton. Trump’s sweeping victory […]

  • Financial Planning Checklist – 2016

    by Kelly Willis - 01/07/2016

    To help you plan for 2016, we offer this month-by-month guide to organizing and optimizing your financial affairs.

  • Protecting your portfolio against currency changes

    by Kelly Willis - 03/12/2015

    In our conversations with clients, one question keeps coming up these days: “The Canadian dollar has dropped a lot. How is this impacting my investments?”

  • Retirement Planning for the High-Net-Worth Investor

    by Kelly Willis - 02/18/2015

    If there is one question that is common to almost all Newport Private Wealth clients it is this: “How much money do I need to retire without any worries I’ll outlive my capital?”

  • Millennials and money: are they ready for the responsibility of wealth?

    by Caitlin Chapman - 12/03/2014

    A freak mid-November snow storm didn’t stop some twenty-five young adults from participating in Newport Private Wealth’s popular educational and networking forum, NextWave.

  • Manage RRIF rules carefully – or you could run out of money

    by Jansen Shrubb - 07/08/2014

    Planning for retirement can be challenging. Attempting to balance your need for current income against the risk of outliving your savings is hard enough and, as it turns out, the federal government is not making things any easier.

  • How to protect your investments from a market downturn

    by Stephen Hafner - 06/25/2014

    At our investment meeting this week, one of my colleagues shared the news that he had received a call late the night before from a prospective client confirming his decision to hire us to manage his portfolio. While that itself is not news we’re thankful to say, what was interesting was the voice mail message […]