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.
Bruised
In many ways, investors are facing a similar harsh reality of change today, as they confront how different the world, markets, and policy priorities are in 2025 than they were in, say, 2017.
Light My Fire: Non-US Stocks Heating Up
Thursday and Friday saw the beginnings of an unwind of the ultra-dominant U.S. large cap momentum trade (think of the momentum factor as the Newton’s First Law factor, “an object in motion stays in motion”, with momentum capturing the dynamic that if a stock has been performing well it will continue to perform well).
Heartbreaker
It’s never fun to write about disappointment on Valentine’s Day, but Pat Benatar would agree that this week’s inflation data was more “love taker” than “dream maker”.
Surprise Surprise
It would be wonderful to live in the cozy world of only-happy Surprise Surprise, but the reality in 2025 is likely to be far more balanced between potential positive and negative surprises coming out of DC.
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
Navigating Required Minimum Distributions
A Required Minimum Distribution (RMD) mandates that individuals who reach a certain age are obligated to start taking minimum distributions from their tax-advantaged retirement accounts.
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.
The Power of Connection: How Our Morning Call Shapes Company Culture
What truly distinguishes NewEdge Wealth may just be our morning call. This daily ritual has become the bedrock of our operations, nurturing a culture where unity and innovation thrive.
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.
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.
Bloomberg Appearance: “Equity market never believed in a hard landing,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins Bloomberg Television to examine earnings revisions and why they explain the outperformance of the tech sector.
Watch the Replay: 2024 Outlook
Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year.
2024 Outlook: Stranger in a Strange Landing
Ample analytical energy has been expended in the great debate about what kind of “Landing” the U.S. economy will...
CNBC Appearance: Rob Sechan’s take on the market and his expectations for 2024
Rob Sechan, CEO and Co-Founder at NewEdge Wealth, joins CNBC’s “Halftime Report” to discuss the market and their expectation for 2024.