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.

“Repent”

We continue to interpret recent trading in U.S. equities as pricing in an elevated chance of a recession within the next twelve months. This does not mean that such an outcome is inevitable. We surmise that this view has taken hold of the markets along with the assumption that the Russia-Ukraine war will persist for quite some time.

“Psycho Killer” – “Qu’est-ce que c’est?”

We interpret recent trading in U.S. equities to be pricing in an elevated chance of a recession within the next twelve months. We surmise that this view has taken hold of the markets as the markets seem to be assuming that the war will persist for quite some time. In its Financial Stability Report released this week, the Federal Reserve (Fed) voiced its concerns that diminished liquidity in financial markets has helped to make financial markets more volatile.

“Call Me the Breeze”

Since Russia’s invasion of Ukraine on February 24, potential variables affecting the real global economies as well as global financial markets continue to proliferate. Forecasting has become increasingly difficult as uncertainties increase.

“Comfortably Numb”

We understand that many investors and analysts have become “comfortably numb” to the extent any narrative is constantly repeated, such as elevated inflation concerns, likelihood of a recession, supply chain issues, China lockdowns, repercussions from the war and related Russian sanctions, and a hawkish Fed. Every now and then, certain people are awakened from their “comfortably numb” state when they are “surprised.” Volatility can be expected to increase during such times.

“Bad Moon Rising”

We assume continued volatility across virtually all financial markets for at least as long as the war persists. Also, we continue to forecast higher interest rates as part of a volatile trajectory. We suppose that a well-diversified portfolio of selected high-quality stocks that includes some commodity exposure could be the best strategy for many long-term investors. Our preferred approach is to anticipate and recognize “tradable bottoms” in equity markets so that we might take advantage of attractive entry points to purchase selected equities.

Wealth Planning

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.

Creating an Intentional Legacy

You are Actively Creating Your Legacy (Whether you realize it or not) NBA Hall of Famer and current TV analyst Charles Barkley once stated in a commercial, “I ain’t no role model. I’m not paid to be a role model. I’m paid to wreak havoc on the basketball court.”...

|Mar 2, 2022

Estate Planning Your Child Needs Once They Turn 18

You may still consider your 18-year-old a child, but to the world, they are an adult. As your child graduates from high school and heads out into the newfound ventures of adulthood, it’s important to consider the legal implications that arise when they legally become an adult.

|Feb 14, 2022

2022 Wealth Strategy Planning Guide

NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, and the in-house intellectual capital capability and customer services experience our clients have come to expect.

To assist clients with the many areas of financial consideration for 2022, we have summarized some key topics to review.

Mar 4, 2022

Webinars and Events

Playbook for Market Volatility

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.

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The Ideal Transaction

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.

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An Update on the Fixed Income Market

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.

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Fireside Chat: Market Update with Lee Cooperman

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.

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The Ten Surprises of 2022

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.

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Fearless Women: Women in the Arts

Fearless Women: Women in the Arts

Susan Kim, Vice President and Wealth Advisor at NewEdge Wealth leads a discussion with Amelia Manderscheid, Vice President and Senior Director in Contemporary Art of Bonhams, Lara A. Björk, Founder of Von Rudebeck Art Advisory, and Lori Hotz, Co-Founder and Co-CEO of Lobus.

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