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.

Wayne’s World Markets: “Party on, Powell!”

As Federal Reserve Chairman Jerome Powell hosted the post-Federal Open Market Committee meeting press conference this week, he probably should have ditched the suit and worn a black t-shirt and ripped jeans instead, because he seemed to send one Wayne Campbell-like message to markets: “party on!”.

Linger

Inflation is lingering around, meaning U.S. economic data continues to support our view that there is little urgency for the Fed to ease policy as swiftly and aggressively as bond markets have been pricing in.

Nothing Gold Can Stay?

The first and most important point in this analysis is: just because forward returns could be lower in the future does not mean investors should stay out of the equity market. Instead, a period of lower price returns demands greater care by investors in order to reach return goals.

Machinehead: A Cyclical Recovery in the Age of AI

This week’s Weekly Edge looks at the week’s strong semiconductor earnings and details a nascent recovery in broader cyclical activity. This cyclical reacceleration is an important watch item, as it could change the Fed’s path for expected rate cuts, while also impacting equity and bond markets in various ways.
We note that in the past 35 years, the Fed has never begun cutting rates when Manufacturing PMIs were rebounding/reaccelerating. Though this continues to be a “Strange Landing” cycle, we are doubtful that the Fed will move to ease policy in a meaningful way if this cyclical recovery continues.

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.

Employee Stock Options

Stock compensation plans offer significant opportunities for wealth accumulation. However, the complexity of these plans and the diversity of how they can be structured can often lead to confusion.

Sep 8, 2023

Thinking About Selling Your Tech Company? Here’s What You Should Know.

A groundbreaking 2018 study published in the Harvard Business Review revealed that the average age of high-tech founders are in their early forties when establishing their companies. If successful in their ventures, it’s inevitable that the deals will come knocking, but are these founders ready to make an exit?

Jul 26, 2023

Articles, Webinars & Media Appearances

Find Your Quarterback

Find Your Quarterback

The complex needs of founder families do not simply fit into a traditional wealth approach and can feel like trying to fit a square peg into a round hole. Families of this nature require a higher level of advice without the added complexity. They need access to markets and solutions without platform constraints and limitations.

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Top Themes of 2024

Top Themes of 2024

Joe Zidle, Chief Investment Strategist and Senior Managing Director of Blackstone, is welcomed back to review Blackstone’s Top Investment Themes of 2024.

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OK, Boomer

OK, Boomer

As the baton is passed from Boomers to Gen X and Millennials, a notable “age wave” is set to facilitate the transfer of businesses through exits and other transitions. And once again, these unique generations will have needs that differ from others.

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