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.
2023 Wealth Strategy Guide
A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
Behind the Scenes with Rob Sechan
In addition to his busy schedule as the Managing Partner of NewEdge Capital Group and CEO of NewEdge Wealth, Rob Sechan, can frequently be seen on CNBC and various media outlets. What goes on behind the scenes? Here’s a sneak peek.
2022 Year-End Planning Checklist
As we head into the new year, now is the time to take stock and assess whether your wealth strategy utilizes the appropriate methods to address the current tax law, volatile market, inflationary pressures, and any changes to your goals or family circumstances.
Emergency Preparedness for Critical Documents
Natural disasters can be dangerous, stressful, and often occur with little to no warning. Fortunately, there are safeguards you can take now to prepare you and your family if disaster strikes.
Get Back to Where You Once Belonged: How Long Until Prior Highs
The question of how long it will take to get back to prior highs always burns on investors’ minds during a bear market. The following historical and future scenario analysis is presented in an attempt to answer this question.
A Dose of Dispassion
This is not about catching the ultimate low or ringing the bell at the bottom. Instead, it is about being disciplined about long-term potential when the near-term is highly uncertain. A dose of dispassion is helpful in times like these.
Thoughts When Staring Into The Abyss
Global equity markets experienced a rapid and bruising sell-off this week. In the U.S., we are nearing the intraday lows for the S&P 500 from June, while many stocks are making new lows. Below we look to answer critical questions for this market and provide...
Considerations Before Buying a Home Overseas
Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.