Articles

OK, Boomer

OK, Boomer

As the baton is passed from Boomers to Gen X and Millennials, a notable “age wave” is set to facilitate the transfer of businesses through exits and other transitions. And once again, these unique generations will have needs that differ from others.

Quality-Focused Investing at NewEdge Wealth

Quality-Focused Investing at NewEdge Wealth

Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.

A Letter from John Straus, Jr.

A Letter from John Straus, Jr.

Contemplating incapacity and death is not pleasant and often results in procrastination of many planning related topics. However, unexpected events like these highlight the imperative nature of end-of-life planning.

Diverse Teams Create Diverse Results

Diverse Teams Create Diverse Results

From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.

“Hi Risk, I’m Human.”

“Hi Risk, I’m Human.”

Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.