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Simplifying today for tomorrow and beyond. NewEdge Wealth helps simplify, organize and manage the demands your wealth has on your life today, while also delivering a customized wealth strategy to help achieve your legacy for tomorrow and beyond.

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Articles by: NewEdge Wealth

Catalysts Appearance: “People are shedding what they feel like are the most expensive parts of the portfolio,” says NewEdge Wealth’s Brian Nick

Mar 31, 2025

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Bloomberg Appearance: The American Exceptionalism Debate with Cameron Dawson, CFA®

Mar 25, 2025

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Ghislain Gouraige, CEPA® Joins Succession Stories

Mar 25, 2025

Ghislain Gouraige, CEPA®, Partner, brings over 30 years of experience helping ultra high net worth families and...

Bloomberg Appearance: “When it comes to volatility, get used to it this year,” says Cameron Dawson, CFA®

Mar 11, 2025

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Market Volatility Update

Mar 6, 2025

https://vimeo.com/1063367023 Given the increase in market volatility over recent weeks, we thought it would be helpful...

NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

Feb 24, 2025

NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX STAMFORD, Conn., JAN. 24, 2025 —...

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