Latest Investments & Planning Insights
Weekly Edge
At the end of the trading week, the team at NewEdge Wealth publishes its commentary on the week that was, as well as some insights into what it means for clients looking ahead.
A Man of Few Words
Introduction: A New World for a New Fed “There’s a button for that.” A lot can happen in a week, and the past week was notable in three ways. First, the U.S.-Iran conflict appears to have reached the beginning of its end, with both sides expected to sign a Memorandum...
The Fed Can’t Fight This Feeling Anymore
Introduction: A New World for a New Fed “You give my life direction. You make everything so clear.” Inflation has accelerated. The labor market has stabilized. And a new Federal Reserve Chair is about to step into the spotlight to deliver his assessment of the...
Comedown
Equity markets stumbled on Friday as investors learned that euphoria does, in fact, have a comedown, but we think Mr. Rossdale would agree with us that this comedown is a healthy and good development for this bull market.
Here to Mars
Honey, it's in the stars And you're my everything from here to Mars “Here to Mars”, Coheed and Cambria For the last 25 years, Coheed and Cambria have been releasing progressive rock concept albums that follow the story of The Amory Wars, a series of science...
Wealth Strategy
A successful wealth strategy process benefits from a team of advisors, collectively focused on the goals specific to your family. Below are some of the insights and strategies the team at NewEdge has published on what it means to have a wealth strategy, rather than a simple financial plan.
Articles, Webinars & Media Appearances
Quality Focused Investing at NewEdge Wealth: Part II
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.
Bloomberg Appearance: Cameron Dawson on Current State of the Bond Market
Cameron Dawson, Chief Investment Officer, discusses the market reaction to the prospect of a prolonged war in the Middle East.
The New Driver of Enterprise Value: AI in the Middle-Market
Artificial intelligence is no longer a distant concern reserved for large enterprises. It has arrived as a practical, deployable tool that is already reshaping how businesses compete, how they operate, and what acquirers are willing to pay for them.
Fox Business Appearance: Jay Peters on Earnings and Valuations
NewEdge Wealth Managing Director Jay Peters discusses earnings momentum, market fundamentals and an ‘under-the-radar’ opportunity investors may be overlooking on ‘Making Money.
Bloomberg Appearance: NewEdge Wealth CIO Cameron Dawson Talks Market Risks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Fox Business Appearance: Cameron Dawson and Charles Payne Talk Market Rally
NewEdge Wealth CIO Cameron Dawson discusses this year’s stock market outlook and more on ‘Barron’s Roundtable.’
Bloomberg Appearance: Cameron Dawson, CIO on Oil Prices and Geopolitical Risks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Bloomberg Appearance: Brian Nick on Why Stocks Keep Climbing Despite Market Fears and Global Risks
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
Trump Accounts: Building Tax-Free Wealth from Day One
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.