We Are Your Advocates. Experience the Difference.
Newport Capital Advisors is a leading independent wealth management firm in Newport Beach, California offering customized financial advice to individuals, families, businesses and their employees.
Our independence means our focus is clearly on our client’s best interests. We are not attached to any big institutional firms and we always maintain our objectivity to provide our clients with our best possible advice to help them achieve their personal and business goals.
We lead with advice, navigating the extraordinary responsibility of significant wealth. Our firm brings together a deep understanding of capital markets, a unique approach to manager research, and a portfolio built specifically for your needs.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here's a breakdown of how the federal government spends your tax money.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are four very good reasons to start investing. Do you know what they are?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Make your retirement as exciting as your next vacation.
What are your options for investing in emerging markets?
How does your ideal retirement differ from reality, and what can we do to better align the two?