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.
The Fed Waves Through a Window at Markets
Before this week, the Federal Reserve had not released updated economic and interest rate forecasts since March 19th. That sure feels like a long time ago. While members of the central bank’s monetary policy committee (FOMC) speak publicly all the time, we finally received an update on Wednesday to their collective thinking about how the U.S. economy is performing and what measures might be needed to help keep it in balance.
7empest
A sudden spike in geopolitical tensions shakes markets out of their calm streak. In this week’s Weekly Edge, Cameron Dawson analyzes the ripple effects across oil, equities, currencies, bonds, and what investors should be watching for next.
Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance
Despite macro headwinds and cloudy corporate guidance, Q1 earnings delivered a fundamental spark, helping equity markets recover from April lows. We break down the numbers, explore what’s driving investor optimism, and examine why AI may be the next tailwind.
Consumers Have Us. Who’s Got Them?
The latest twists in 2025’s economic policy soap opera came from a federal court this week striking down the bulk of U.S. tariffs…only for a higher court to put that ruling on hold less than 24 hours later. While we wait for the appeals process to play out and anticipate alternative tariff measures from the Trump administration, we will focus this week on the U.S.’s enduring source of economic strength, its consumers.
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
Schwab Network Appearance: Cameron Dawson, CFA® says the market “wants it all, and it wants it now.”
Cameron Dawson, CFA® says the market “wants it all, and it wants it now.” However, while it’s important the market shows strength, she worries of a “melt-up” risk.
Opportunities in Municipal Bonds
As interest rates decline, what does this mean for municipal bonds, and what opportunities might arise?
CNBC Appearance: “Seasonality is still here despite an okay September,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the Fed, potential for a soft landing and their market outlook.
Leveraging SECURE 2.0 for Disaster Relief: Essential IRS Guidelines
The SECURE 2.0 Act of 2022 (SECURE 2.0) enacted on December 29, 2022, specifically Section 331, amended the Internal Revenue Code and added special rules for use of retirement funds for individuals impacted by qualified federally declared disasters.
Navigating the Corporate Transparency Act
What It Means for You The Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA), effective on January...
2024 Presidential Tax Policy Showdown
What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy...
Recipe for a Roll-up
Entrepreneurs in the middle market are often approached by private equity firms or strategic buyers with attractive offers to acquire their businesses. Many of these buyers are conducting the transaction as part of a roll-up strategy. In recent years, the middle market has been rife with roll-up activity, and this trend is likely to continue. In an economic environment where rates are most likely to decrease, we expect more activity and greater opportunities for founders to exit their businesses.
CNBC Appearance: “2025 estimates for earnings growth is too high,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the state of tech and the outlook for the sector.
CNBC Appearance: “Unwinding of the carry trade could show more volatility in equities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss markets, the market sell-off and the pivotal week ahead for investors.