As we entered the final quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, sat down with members of the NewEdge Wealth investment team to offer their forecast through the rest of the year and upcoming election. They also reviewed current macro and market trends.
As interest rates decline, what does this mean for municipal bonds, and what opportunities might arise?
As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.
As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter.
Joe Zidle, Chief Investment Strategist and Senior Managing Director of Blackstone, is welcomed back to review Blackstone’s Top Investment Themes of 2024.
Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year.
If you’ve ever wondered… what is a structured note? How do they work? And what role can they play in a portfolio? This webinar is for you!
From social media to housing your financial accounts, it’s important to know how to keep your digital information free from cyberattacks.
Richard Ina, AAMS®, Partner, was joined by Jay Peters, CFA®, Principal, Portfolio Strategy, to discuss the global middle class, the shifting demographics in the United States, the impact of AI on investment strategies, and Warren Buffett’s renowned bucket approach in retirement.
Chief Investment Officer, Cameron Dawson, CFA®, was joined by NewEdge Wealth’s Ben Emons, Jay Peters, CFA®, and Maxwell Snyder. Together, they discussed equities, fixed income, and alternative investments in the ever-evolving economic landscape of 2023.