Latest Investments & Planning Insights
Market Insights
Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.
One Last Breath
The Fed, investors, and corporate America are holding their breath — waiting to see if AI can keep the economy from slipping.
The Ministry of Silly Stocks
Enter “silly stocks”. The past several weeks have featured meteoric rises in the stock prices of many companies with little to no hope of developing a sustained business model but are, for whatever reason, attractive to investors looking for a laugh or a thrill. To take one example, OpenDoor, a non-profitable online home purchase company, saw its stock increase by as much as 500% before it began to lose some air. More broadly, Goldman Sachs Research has identified a noticeable uptick in speculative investor behavior, eclipsed only by the bubbles that formed in the late 1990s and briefly in 2021.
The Curse of Curves
This simple display of the yields of the various maturities of Treasury bonds, ranging from shortest to longest, was once lauded as a reliable recession indicator but is now somewhat derided as a false prophet of doom.
Falling Slowly
Hiring is slowing. Home prices are dipping. Real consumer spending is negative. And yet, markets are at all-time highs. Why aren’t investors more concerned, and what could change that?
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.
Podcasts, Media Appearances & Webinars
ONWARD: Episode 9
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In this episode, Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University.
Watch the Replay: 2025 Economic Outlook
Hear the team’s insights into the economy, key policy trends, and market dynamics as they explored upcoming challenges and opportunities.
Cameron Dawson, CFA® Joins the Allocate Podcast
Cameron Dawson, CFA® joins Benzinga’s PreMarket Prep to discuss the influence of political shifts on market sectors.
ONWARD: Episode 8
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. Our latest episode features Geoff Eliason, CEO & Principal at SDR Ventures, and Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as the two discuss what a roll-up is and some of the areas where they see them happening.
Watch the Replay: 2025 Outlook Preview
In true NewEdge fashion, our 2025 Outlook Preview is presented as a “songbook”, inspired by songs from a broad swath of genres. In addition to the link to the charts below, we have also shared a video where Chief Investment Officer Cameron Dawson walks through the deck.
Choose Your Own Adventure: A Journey Through Charitable Giving Options
Whether the gifts are large or small, simple or complex – this webinar covers a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals.
Legacy Leaders: Estate Planning for Business Owners
Watch the latest webinar hosted by Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth, and Jennifer Jordan McCall, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discussed the Internal Revenue Code Section 2036(a) in the context of business entity planning such as gifts of corporate, partnership and limited liability company interests to irrevocable trusts.
The 2024 Election: What Investors Need to Know
In this webinar, hosted by Cameron Dawson, Chief Investment Officer, and Brian Nick, Managing Director, Head of Portfolio Strategy, as well as Robin Petty, Managing Director, Head of Wealth Strategy at NewEdge Wealth, the team shares their perspectives about the historical relationship between election outcomes and financial markets. They covered the status of the race, the key issues at stake and the policy roadmap for 2025 and beyond, all with an eye toward the likely impact on the economy and markets.
Quarterly Macro & Market Update
As we entered the final quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, sat down with members of the NewEdge Wealth investment team to offer their forecast through the rest of the year and upcoming election. They also reviewed current macro and market trends.