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.
My Boy Only Breaks His Favorite Toys
Global bond markets let out a primal scream this week that was reminiscent of a fully-“seen” millennial singing along to The Tortured Poets Department at max volume (IYKYK).
It’s Not Unusual
Can you make grown men and women (and equities) weep tears of joy by implementing the highest tariff rates since the 1930s Smoot-Hawley? The answer is yes, you can, as long as it is preceded by the threat of incredibly high, onerous tariffs.
Will Congress Abide The Big Tax Bill?
“Slightly lower taxes for some, similar taxes for others” doesn’t sound like an exciting policy platform. But any time we’re talking about a major U.S. tax and spending bill, the stakes are high.
Say You’ll Be There
The question going forward is what this self-inflicted tariff uncertainty will morph into as time goes on. Will tariffs prove to be a mere inconvenience to U.S. consumers and corporations, with these entities being able to absorb and navigate the impacts without a significant hit to the economy?
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
CNBC Appearance: “The Fed probably should have cut rates this week,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, recently joined CNBC International News to discuss the state of the U.S. economy.
Bloomberg Appearance: Cameron Dawson, CFA® reveals a key problem weighing on corporate balance sheets
Cameron Dawson, CFA®, Chief Investment Officer, reveals a key problem weighing on corporate balance sheets on Bloomberg Radio.
2024 Mid-Year Market Outlook
As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.
CNBC Appearance: “These factors can continue to fuel the market rally,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss the Russell 2000 small cap rally, Fed rate cuts, and the broader market.
CNBC Appearance: “Growth forecasts may be too high,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the outlook for the second half of the year and the possibility of more broadening in the market.
What RIAs Can Learn From Legendary Football Coach Nick Saban
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s.
CNBC Appearance: Cameron Dawson, CFA® discusses markets, the tech sector, and the Fed’s next move
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the tech sector, and the Fed’s next move.
Watch the Replay: Second Quarter Outlook
As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter.
Avoiding the Negativity Vortex
Negativity often masquerades as intellect. Seeing the glass half empty is perceived as analytical, cautious and sophisticated. It’s a sales technique that captivates because we want to believe there’s a perfect solution – even when we know there is no such thing.