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  • As we noted in our first blog outlining the legal, financial and tax implications of managing an inheritance, a significant wealth transition can be a life-changing event—or at least one that gives rise to new decisions and opportunities. It can also be the source of mixed emotions – ... Keep Reading >
  •     In this First Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney reviews our performance, the portfolio changes we implemented and how our strategy and patience have been rewarded thus far. Listen as Mark highlights some the new investments we made in the ... Keep Reading >
  • Our hearts are heavy with the news that Susan Fulford, a dear and valued member of the extended Newport family passed away on Thursday April 22nd. Susan died after a nine-month struggle with her second bout of cancer (2011), which she fought courageously and quietly. As an independent ... Keep Reading >
  • Receiving an inheritance can be an emotional, life-changing experience that presents both new opportunities and challenges. Many people who inherit large sums feel a deep sense of responsibility to protect and properly manage the money—and do right by the loved ones who earned it. “I watched my ... Keep Reading >
  • Toronto, Canada, April 12, 2021 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms serving high-net-worth individuals and families, is delighted to announce that it has opened for business in Kingston, Ontario. Heading the client service ... Keep Reading >
  • The euphoria and dizzying price multiples for certain momentum stocks of the past year have led to a lot of “This time it’s different” refrains. You sometimes hear that the “old rules” of valuation no longer apply and, even that, “Stocks only go up.” And yet throughout history, whenever we hear ... Keep Reading >
  • While big tech stocks were last year’s stock market winners, the shares of companies whose fortunes are more tied to the economic cycle, such as industrials, financials and energy have been on the rise of late. As this “sector rotation” continues, we took the opportunity to speak with ... Keep Reading >
  • Divorce is a sensitive topic that can be a life-changing experience with major financial implications—especially when significant wealth and complexity are involved. And today there are more couples taking that step as the COVID-19 pandemic has put additional pressure on marital relationships ... Keep Reading >
  • If there was a quote that sums up the mission behind International Women’s Day 2021, it’s this one: “A gender equal society needs empowered women and girls who take control of their lives, make their own decisions, and succeed in their chosen pursuits.” We believe one of the ways women can feel ... Keep Reading >
  • In the second half of our interview with renowned economist Maureen Farrow, we discuss the topic of women’s financial empowerment. This year’s International Women’s Day theme is #ChooseToChallenge, a call to women the world over to confront and overcome gender bias in all walks of life. As ... Keep Reading >