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.
We Still Haven’t Found What We’re Looking For
Having come into 2026 expecting a strong and broad cyclical upturn, investors still haven’t found the economy they’ve been looking for.
Myth
We all are prone to occasionally “building ourselves a myth” out of a hope that things can be different or out of an avoidance of reality, and the market is no different.
What, Me Worry?
Markets just hit all-time highs while a war raged in the Middle East. What happened, what’s next, and why investors shouldn’t panic (yet).
Here It Goes Again
Never does Yogi Berra’s quip, “It’s tough to make predictions, especially about the future,” feel more relevant than when constructing an economic and market outlook when shrouded in the fog of war.
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
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.
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.
Bloomberg Appearance: Cameron Dawson On Oil Prices and Stocks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
CNBC Appearance: Cameron Dawson, CIO on AI Disrupting Jobs and Market Split
Cameron Dawson breaks down consumer behavior among market splits, policy uncertainty and AI driven job disruption.
Bloomberg Appearance: Defensive Rally Raises Concerns for U.S. Stocks, notes Cameron Dawson
Cameron Dawson, Chief Investment Officer, discusses the market reaction to the prospect of a prolonged war in the Middle East.
Fox Business Appearance: Jay Peters Discusses Overlooked Opportunities
NewEdge Wealth Managing Director Jay Peters discusses earnings momentum, market fundamentals and an ‘under-the-radar’ opportunity investors may be overlooking on ‘Making Money.
2026 Wealth Strategy Guide
This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.
Bloomberg Appearance: Cameron Dawson on Jobs Data and Fed Cuts
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks sector rotation and positioning risks.
Bloomberg Appearance: Cameron Dawson on Tech Stocks Rallying Ahead of the FOMC Decision
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.