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.

“I Still Haven’t Found What I’m Looking For”

. We hope that the Fed will be patient enough so that they might see a slower pace of inflation that might allow for a “pause” in rate hikes prior to “over-tightening.” We assume no rate cuts in 2023. In our opinion, most of the economic data that we have analyzed recently, including this week’s data, points to slowing U.S. economic growth along with a lessening of inflationary pressures.

“Born to Be Wild”

Our general investment approach remains the same as depicted in last week’s commentary. We maintain our preference for big cap quality stocks with good balance sheets, relatively stable cash flows and stable margins. Volatility across sectors continues to be supportive of a diversified portfolio for long term investors. We expect volatility across virtually all financial markets to continue.

“Wake Me Up”

After Powell’s remarks this week, we expect the Fed to be more data dependent and more forward looking. All other things being equal, this should reduce the chances of the Fed “over-tightening.” But given the Fed’s forecasting record, we remain uncertain.

“Don’t You Worry”

We believe that this week’s trading and movements in financial markets confirms that interest rates and their volatility continue to be the principal drivers of equities and currencies. The importance of downwardly revised earnings and margins that we have been anticipating have been prominently on display this week as well. The muted spillover effects from negative “surprises” from even some of the largest MegacapTech stocks has been an encouraging sign for the overall U.S. equity markets. Everything else being equal, seasonal factors could be very conducive for favorable U.S. stock performance in the near term.

“Good Feeling”

Our general investment approach remains the same as depicted in last week’s commentary. We maintain our preference for big cap high quality stocks with good balance sheets, relatively stable cash flows and stable margins. Volatility across sectors continues to be supportive of a diversified portfolio for long term investors.

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.

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.

|Dec 1, 2022

Vacation Home

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.

|Sep 6, 2022

Planning During a Divorce

Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.

Aug 31, 2022

Rollover Equity & Wealth Strategy

Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.

Jul 19, 2022

Articles, Webinars & Media Appearances

2022 Year-End Planning Checklist

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.

read more
Fearless Women: Women Who Board

Fearless Women: Women Who Board

Today, women hold almost 31% of all S&P board seats (up from just 22% in 2017.) We applaud this achievement and look forward to what the future holds for female directorships.

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A Dose of Dispassion

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.

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