Newport Capital Group

In this installment of our quarterly commentary, the third quarter showcased positive trends in the U.S. economy and #capitalmarkets. The Federal Reserve's interest rate cuts and the resilient labor market supported #economicgrowth. #Equities, particularly small caps and mid caps, performed well. International markets, especially #emergingmarkets, also showed solid gains. Stay informed with our full commentary, which outlines the latest market trends and potential implications for portfolios.

We’re thrilled to share that Michelle Bennett, CFP®, executive vice president at Newport Capital Group, has been featured in U.S. News & World Report, where she provides her specialist perspective on the SECURE 2.0 Act and its upcoming changes in 2025. Michelle discusses how the act’s new provisions, including increased catch-up contributions and automatic enrollment in retirement plans, will benefit those preparing for retirement. Her insight highlights our ongoing commitment to financial education and client empowerment. Check out the full article here: https://lnkd.in/eV4ex3Zp #NewportCapitalGroup #retirementplanning #financialplanning

Planning the future of your business means more than securing leadership—it’s about preserving your family’s legacy. In our latest Navigating Wealth article, Michelle Bennett, CFP® outlines how ultra-high-net-worth families can approach business succession planning. From identifying goals to preparing a successor, explore how to ensure the continuity of your business while safeguarding financial security for future generations. Read the full article here: https://lnkd.in/ew4gn4-S #NewportCapitalGroup #successionplanning #wealthmanagement

We're excited to share that our Executive VP and founding partner, Michelle Bennett, CFP®, was recently featured on the New Jersey Business & Industry Association (NJBIA)'s Planet New Jersey podcast! Michelle discussed her golf passion and highlighted our firm's commitment to financial education and client empowerment. In the episode, Michelle emphasized Newport Capital Group's approach to providing comprehensive financial planning and investment resources. This aligns with our mission to equip clients with the knowledge and tools necessary for making informed financial decisions. Watch the full podcast episode here: https://lnkd.in/g4D_Z9ev #NewportCapitalGroup #financialeducation #wealthmanagement

Newport Capital Group is honored to be ranked #33 on Financial Advisor Magazine's 2024 list of Top RIAs, a prestigious industry benchmark. This recognition highlights our strong position in the industry, achieved through organic growth and unwavering commitment to client service. As an independently owned and operated advisor, we're proud that this achievement validates our approach. We're inspired to continue innovating and delivering excellent, unbiased solutions that prioritize our clients' best interests. Thank you to our clients and team for making this possible! Read more here: https://lnkd.in/etCJ7Hrm #NewportCapitalGroup #TopRIA #wealthmanagement

Michelle Bennett, CFP®, executive vice president at Newport Capital Group, recently shared her thoughts in U.S. News & World Report about how retirement planning is changing. She touched on how rising healthcare costs, taxes, inflation and lifestyles are prompting people to rethink their retirement strategies. Her perspective highlights the increasing need to carefully plan for long-term security in retirement. Read the full article here: https://lnkd.in/eXzJ_WdK #NewportCapitalGroup #retirementplanning #financialplanning

Join Newport Capital Group for an informative webinar this Thursday, September 26th, at 4:00 p.m. (EST). Our expert panel will discuss clients' top Questions and provide in-depth perspectives! Our featured speakers, Eric Paley, John Wibbelsman, CFA, and moderator Diane Wasser, will guide you through key legal and investment topics such as managed accounts, ESG trends, cryptocurrency and the latest updates from the Secure 2.0 Act. Don’t miss your chance to engage directly with industry experts! Register now to secure your spot: https://lnkd.in/eUTsQJ7D #economicinsights #investmentstrategy #NewportCapitalGroup #EisnerAmper #NixonPeabody #webinar

Charitable giving is more than just generosity; it's about creating a lasting impact. In our latest edition of Navigating Wealth, Michelle Bennett, CFP® shares insights on how ultra-high-net-worth families can effectively integrate charitable giving into their long-term financial strategy. From defining philanthropic goals to choosing the right giving vehicles, discover how your family can make a difference while preserving wealth. Read now: https://lnkd.in/ezrfTvCh #NewportCapitalGroup #charitablegiving #wealthmanagement

Join Newport Capital Group for an informative webinar on Thursday, September 26th, at 4:00 p.m. (EST). Our expert panel will discuss clients' top Questions and provide in-depth perspectives! Our featured speakers, Eric Paley, John Wibbelsman, CFA, and moderator Diane Wasser, will guide you through key legal and investment topics such as managed accounts, ESG trends, cryptocurrency and the latest updates from the Secure 2.0 Act. Don’t miss your chance to engage directly with industry experts! Register now to secure your spot: https://lnkd.in/eUTsQJ7D #economicinsights #investmentstrategy #NewportCapitalGroup #EisnerAmper #NixonPeabody #webinar

Join Newport Capital Group for an informative webinar on Thursday, September 26th, at 4:00 p.m. (EST). Our expert panel will discuss clients' top questions and provide in-depth perspectives! Our featured speakers, Eric Paley, John Wibbelsman, CFA, and moderator Diane Wasser, will guide you through key legal and investment topics such as managed accounts, ESG trends, cryptocurrency and the latest updates from the Secure 2.0 Act. Don’t miss your chance to engage directly with industry experts! Register now to secure your spot:  https://lnkd.in/eUTsQJ7D #economicinsights #investmentstrategy #NewportCapitalGroup #EisnerAmper #NixonPeabody #webinar