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.
Slow Hands
Despite the pleas and pricing for swift action to resolve being behind the curve, it’s now more likely the Fed will move with “Slow Hands” as it begins to ease policy in September.
We’re Not Gonna Take It: The Implications of Fading Pricing Power on Corporate Earnings
After a weak of equity and bond markets being whipsawed by positioning, economic narratives, and Fed expectations, it is helpful to take a step back, “cut through the noise” (as Bloomberg’s Tom Keene would say) and focus on the fundamentals.
We’re Gonna Need a Bigger Rate Cut
Investors were reminded of a valuable lesson this week: falling interest rates can be good for risk assets but only up to a point and only for the right reasons.
Time to Party Like It’s 1995?
U.S. politics has been delivering more twists and turns lately than even the most melodramatic arc on The West Wing. And yet, diversified investors have come through the chaotic headlines mostly intact.
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: “Pandemic-era bubble valuations are necessary for markets to rise 15-20%,” says NewEdge’s Dawson
Cameron Dawson, CFA®, NewEdge Wealth Chief Investment Officer, recently joined CNBC's “Squawk Box” to discuss her...
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
Watch the Replay: 2023 Outlook
Hosted by NewEdge Wealth’s CEO and Co-Founder, Rob Sechan, and Chief Investment Officer, Cameron Dawson, the two take a deeper dive into our newly released 2023 Outlook, including the economy, policy, and markets in 2023.
2023 Outlook: Enjoy What You Can, Endure What You Must
As we exit a tumultuous 2022 and face the inherent uncertainty of a new year, we adopt the wise words of Goethe as our mantra for 2023: “Enjoy what you can, endure what you must.”
Behind the Scenes with Rob Sechan
In addition to his busy schedule as the Managing Partner of NewEdge Capital Group and CEO of NewEdge Wealth, Rob Sechan, can frequently be seen on CNBC and various media outlets. What goes on behind the scenes? Here’s a sneak peek.
CNBC Appearance: “Investors need to be as data dependent as the Fed,” says NewEdge’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, recently joined CNCB’s “Closing Bell: Overtime” to discuss the Fed, her inflationary outlook, and risks in valuations.
22 Charts for 2022: A Year in Review
As the final days of December dwindle away, this time of year is filled with a sense of both reflection and expectation. Here are 22 charts that capture the turmoil, major shifts, present fears, opportunities, and (sometimes surprising) resilience of 2022.
International Update: Summary
The USD remains the key driver for relative performance of International Developed (EAFE) and Emerging Market (EM) stocks versus the US (S&P 500).
Bloomberg Appearance: NewEdge’s Cameron Dawson discusses the deep inversion in yield curves
Cameron Dawson, Chief Investment Officer, recently joined Bloomberg’s “Real Yield” to discuss the deep inversion in yield curves, what these inversions are telling us about the economic backdrop, and how to interpret a future re-steepening of the curves.