Latest Investments & Planning Insights
Weekly Summary
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.
“Cold Heart”
Weekly Summary: August 1 - August 5, 2022 Key Observations: A critical component of our “soft” pivot narrative for the Federal Reserve (Fed) expounded in last week’s narrative is our assumption that the U.S. economy continues to slow. The economic data we reviewed...
“The Scientist”
Weekly Summary: July 25 - July 29, 2022 Key Observations: We characterize the Federal Reserve’s (Fed) latest policy stance as relatively dovish, and we label this stance as a “soft” pivot. Given our assumption of peak headline inflation and our observations of a...
“Handle with Care”
Weekly Summary: July 18 - July 22, 2022 Key Observations: All of the U.S. housing surveys disclosed this week continued to show a weakening housing market that was impacted by elevated inflation and higher mortgage rates that affected the “affordability” of buying a...
“Every Breath You Take”
Weekly Summary: July 11 - July 15, 2022 Key Observations: Financial markets continue to price in a greater likelihood of recession risks, particularly in Europe. Higher-than-expected U.S. June CPI and PPI readings will put increasing pressure on the Federal Reserve...
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
U.S. Senate Approves Inflation Reduction Act
On August 7, 2022, the U.S. Senate passed the Inflation Reduction Act (IRA) of 2022 (H.R. 5376) with a 51 to 50 tally, with Vice President Kamala Harris casting the tiebreaking vote.
Financial Spring Cleaning – Opportunities in Chaos
No one likes seeing the value of their portfolio falling, however, as long-term investors, we should treat market corrections, bear markets and recessions as a normal set of outcomes when they occur.
Fearless Women: Women in Cannabis
The cannabis industry is changing rapidly and the conversation amongst investors is no longer taboo. With the legalized cannabis industry now projected to exceed $43b in revenue by 2025, the space is rapidly gaining attention.
Playbook for Market Volatility
Periods of market volatility always raise two questions: how much further down do we have to go and what actions should we take in response? Unfortunately, the former cannot be known with certainty and is outside of our control; however, the latter is within our control.
The Ideal Transaction
Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.
An Update on the Fixed Income Market
Municipal bonds, the mainstay fixed income security for retail and ultra high net worth investors, started 2022 as “expensive” when measured as a percentage of Treasuries. That changed in a seeming blink of an eye.
Fireside Chat: Market Update with Lee Cooperman
Listen in as Rob Sechan, CEO and Co-Founder of NewEdge Wealth, and Lee Cooperman, Chairman and CEO of Omega Family Office, Inc., and Investment Advisory Board Member of NewEdge Wealth, discuss their general market thoughts and what the possible catalysts could be for a significant market decline.
Planning for Unforeseen Expenses: Borrowing vs. Selling Case Study
As this year’s tax payment and filing deadline draws near, investors are faced with the decision as to how to pay their tax bills: fund with cash, liquidate assets or borrow. While in a perfect world liquidity would be preset for such expenses, this is not always the case.
The Ten Surprises of 2022
The definition of a “surprise” is an event that the average investment professional would assign a one-out-of-three chance of taking place, but these are events Blackstone believes are probable, having a better than 50% chance of occurring.