Newport Capital Group

Balancing a comfortable #retirement with the goal of leaving a meaningful #inheritance can be challenging for any family. Many hesitate to spend in retirement, unsure if their assets will last. By assessing cash flow needs, long-term investment strategies and legacy goals, families can structure a plan that supports both financial security and wealth transfer. In our latest Navigating Wealth article,?Michelle Bennett, CFP?, breaks down how to align retirement spending with estate and charitable giving plans. Read the full article for a closer look at strategies to help families feel more confident in their financial future.

Choosing the right #CPA or #TrustAndEstate attorney is an important decision for any family. These professionals play a vital role in addressing complex needs like #taxplanning, trust management and #estateplanning. Selecting someone with the right expertise and who you are compatible with is essential to managing and preserving family wealth. In our new Navigating Wealth article,?Michelle Bennett, CFP?, outlines four steps to help families hire trusted advisors, from defining priorities to evaluating credentials. Read the full article to learn how to make informed choices for your family's wealth planning.

In our latest quarterly commentary, the fourth quarter capped off another strong year for the U.S. economy and #capitalmarkets. Federal Reserve rate adjustments and steady job growth provided a foundation for #economictrends, with the S&P 500 posting a notable annual gain. International markets experienced headwinds from currency shifts and uneven growth, influencing #globalequities performance. Explore the full commentary to better understand recent developments and their portfolio implications.

Start the year with clarity on the markets and economy. In a?special video edition of our #MarketOutlook, Rob Milmore, CFA, SVP of Investments at Newport Capital Group, reviews the major drivers of 2024's strong market performance and shares perspectives on inflation, interest rates and portfolio positioning for 2025. Watch the video here: https://lnkd.in/gbCdc3xQ

Preparing for the future often includes evaluating #wealthmanagement tools like Roth IRA conversions. These conversions let you move pre-tax retirement funds into a tax-free account, bypassing required minimum distributions (RMDs). While the upfront taxes may feel significant, the long-term benefits—such as #estateplanning opportunities and added #retirement flexibility—can outweigh the cost. In our recent Navigating Wealth article,?Michelle Bennett, CFP?, explores the pros and cons of this #financialplanning strategy?and offers guidance to help families determine whether it aligns with their goals. Read the full article to learn more: https://lnkd.in/eWyG3crn

Tax planning is an ongoing process, even as we enter the new year. Catch the replay of Newport Capital Group's recent webinar Year-End Planning: Key Tax Updates for 2025, where?Jocelyn DeGroote - Venables, CFP??and CohnReznick LLP’s Shaune Scutellaro, CPA?shared practical advice on changes to the 2025 #taxbrackets, expiring provisions and potential post-election #taxstrategy shifts. While the deadlines for 2024 #yearendplanning have passed, their expert guidance can still help shape your financial decisions in the months ahead. Watch the replay here: https://lnkd.in/e3B_FZ-W

Holiday gatherings aren't just about celebration—they're also a chance for families to reflect on shared values and plan for the future. In our latest?Navigating Wealth?article,?Michelle Bennett, CFP??explores how high-net-worth families can use this time to discuss #familyvalues, create a #familymission statement and introduce #philanthropy into the conversation. With the right approach, these discussions can strengthen bonds and set the stage for a lasting #legacy. Continue reading to learn more about turning holiday conversations into meaningful action: https://lnkd.in/eSPRcF5E

As 2024 comes to a close, we're reminded of the value of connection and community. We want to express our gratitude?to our clients, partners and friends?for?their?trust and partnership—your support makes our work truly meaningful. From all of us at Newport Capital Group, we wish you a joyful holiday season and a new year filled with peace and opportunity.

Newport Capital Group is proud to be ranked #44 in?Pensions & Investments' Largest Investment Consultants Ranking, highlighting our dedication to delivering top-tier #investment consulting services. As part of the Independent Consultants and Outsourced CIO categories, we remain focused on providing innovative solutions for #wealthmanagement and helping client families achieve their #financialgoals. Thank you to our clients and team for making this achievement possible! See the full ranking and read important disclosures here: https://lnkd.in/ez4GJdMe

Tomorrow is the day—are you ready for 2025? Join?Newport Capital Group's Jocelyn DeGroote - Venables, CFP?, AIF? and?Shaune Scutellaro, CPA from CohnReznick LLP tomorrow at 2 PM ET for a live #webinar designed to help you wrap up 2024 and prepare for 2025. This session will focus on actionable?#yearendplanning?strategies, the latest on the 2025?#taxupdates and expiring provisions and important post-election tax considerations. Don't miss this opportunity to end the year financially strong. Register today and secure your access to the replay if you can't attend live. https://lnkd.in/exsH3FZn