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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.

Tremors

by | November 7, 2025 | The Weekly Edge | 0 Comments

As we enter the final few weeks of 2025, investors have ridden a wave of optimism propelled by economic resilience and rising corporate profits. As we wrote last week, however, this bull market is beginning to look brittle. Assets tied to unprofitable entities, many of which have rallied powerfully in recent months, are off their highs and overall market volatility is up.

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Nowadays

by | Dec 20, 2024 |

But oh, it's heavenNowadays “Nowadays”, Roxie Hart, Chicago the Musical It’s good, isn’t it? “Let me start by saying that we think the economy is in a really good place, and we think policy is in a really good place.” Grand, isn't it? “The economy is strong overall...

Maybe This Time

by | Dec 13, 2024 |

In the grand ranking of defeated and desperate pleas for love and acceptance, Fräulein Sally Bowles’ haunting “Maybe This Time” at the end of the first act of Cabaret takes the cake. In a close second comes Value stocks in 2024. Defeated, desperate, unloved, unaccepted, the Value factor/style might as well apply to jobs in the chorus line at the Kit Kat Club.

The Show Must Go On

by | Dec 6, 2024 |

Our last Weekly Edge addressed the potential that we could see improving economic data in the wake of the U.S. election, reflected by more optimistic consumer and business survey responses. Since then, we’ve seen that effect materialize in some places (consumer expectations) but not others (services business sentiment).

Hard and Soft

by | Nov 22, 2024 |

While markets have been shaky over the past two weeks, the positive trends remain broadly similar to those in the final two months of 2016. Stocks could muster another lurch higher if business sentiment begins to reflect a more bullish outlook for 2025, perhaps due to a combination of lower expected tax rates or less stringent regulation.

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.

The Keys to the Castle – Buying a Home

The Keys to the Castle – Buying a Home

Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.

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May 27, 2025

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Articles, Webinars & Media Appearances

The Timeless Appeal of Blue Chip Stocks

The Timeless Appeal of Blue Chip Stocks

Nov 9, 2023 |

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.

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