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.
Nowadays
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
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
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
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.
Articles, Webinars & Media Appearances
A Letter from John Straus, Jr.
Contemplating incapacity and death is not pleasant and often results in procrastination of many planning related topics. However, unexpected events like these highlight the imperative nature of end-of-life planning.
Diving Deep into International Equities
For a considerable time, international stocks have been kicked to the side by the market’s infatuation with U.S. large-cap technology companies. International markets represent 194 countries, are responsible for over 84% of global GDP, comprise over 95% of the world’s population, and account for roughly 40% of the world equity market capitalization.
Private Credit & Asset Allocations
When considering the range of possibilities in private credit—primarily those in the private sector via investment funds as opposed to traditional banking channels — it’s beneficial to understand why companies are choosing to remain private and why access to traditional bank capital has become more challenging.
CNBC Appearance: “Keep long-term goals in sight,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, NewEdge Wealth’s Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market seasonality and market laggards.
2023 Mid-Year Outlook
Chief Investment Officer, Cameron Dawson, CFA®, was joined by NewEdge Wealth’s Ben Emons, Jay Peters, CFA®, and Maxwell Snyder. Together, they discussed equities, fixed income, and alternative investments in the ever-evolving economic landscape of 2023.
Second Half 2023 Outlook: The Imagination for Reality
We started 2023 with a mantra from Goethe: “Enjoy what you can, endure what you must.” After a roaring rally in equities and a much-improved showing from fixed income compared to 2022’s weakness, 2023 has been a year of far more enjoyment than enduring.
CNBC Appearance: “Optimism around A.I. is one of the things driving the market higher,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Closing Bell’ to discuss the recession risk from rising rates, the recent market rally, and more.
Diversity in Teams Drives Diversity in Outcomes
From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.
CNBC Appearance: “Tech valuations disconnecting from interest rates,” says NewEdge Wealth’s Rob Sechan
Rob Sechan, Co-Founder and CEO, joins ‘Halftime Report’ to discuss trimming positions of Nvidia and Palo Alto Networks, risk associated with AI investments, and how the market is factoring in Fed rate changes.