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.
Do You Remember the First Time?
The price action across equities, fixed income, and currency markets had many investors “remembering the first time” that Trump was elected in 2016, with the assumption that a similar playbook can be applied to today’s market.
Jump Scares for Halloween
“Everyone’s entitled to one good scare.” – Rounding up the Latest Economic News It’s officially November. The trick-or-treating is over, and the days of noshing on leftover candy have begun. As investors, the past several weeks made us feel a bit like a group of...
How it Ends: A Decade of Low Returns?
Last week, Goldman Sachs’ Portfolio Strategy Research team caused quite a stir when they evoked DeVotchka’s 2004 indie hit “How It Ends” (without lyrics the song is titled “The Winner Is” and provides the contemplative backdrop for the dysfunctional and endearing indie film Little Miss Sunshine. Take this as a sign to go ahead and eat the ice cream.)
Famous Last Words
If there is a GOAT (Greatest of All Time) title for “Famous Last Words” in financial market valuations, it has to go to Irving Fisher, who infamously quipped in 1929 that “stock prices have reached what looks like a permanently high plateau.” Of course, we know what happened after this not-so-reassuring statement: the Dow plunged 89% and took 25 years to make a new high.
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
2023 Year-End Planning Checklist
As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning…
CNBC Appearance: “The stock market is overbought right now,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Squawk Box” to discuss the latest market trends, the Fed’s rate hike campaign, and more.
The Timeless Appeal of Blue Chip Stocks
Richard Ina, AAMS®, Partner, was joined by Jay Peters, CFA®, Principal, Portfolio Strategy, to discuss the global middle class, the shifting demographics in the United States, the impact of AI on investment strategies, and Warren Buffett’s renowned bucket approach in retirement.
CNBC Appearance: “There are a lot of stocks selling at attractive valuations,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Closing Bell” to discuss what’s happening in tech sectors, what to expect from the market, and more.
Well, That’s Pretty Crummey!
Your NewEdge Wealth team is here to support you in your role as Trustee. We can help educate beneficiaries about trusts, including the purpose and implications of Crummey Notices.
CNBC Appearance: “The current market correction hasn’t been growth-related,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Squawk Box” to discuss the latest market trends, rest of year outlook, and more.
Quality-Focused Investing at NewEdge Wealth
Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.
CNBC Appearance: “Recession may not hit until the end of the first half of 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, joins CNBC’s closing bell to discuss markets, the economic reports from this week, and what it means for the fall season.
CNBC Appearance: Rob Sechan’s take on the latest job reports and the path ahead for your money.
Rob Sechan, CEO and Co-Founder, joins CNBC’s “Halftime Report” to discuss his take on the latest job reports, the path ahead for your money, the best place to be right now, and more.