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.
Bruised
In many ways, investors are facing a similar harsh reality of change today, as they confront how different the world, markets, and policy priorities are in 2025 than they were in, say, 2017.
Light My Fire: Non-US Stocks Heating Up
Thursday and Friday saw the beginnings of an unwind of the ultra-dominant U.S. large cap momentum trade (think of the momentum factor as the Newton’s First Law factor, “an object in motion stays in motion”, with momentum capturing the dynamic that if a stock has been performing well it will continue to perform well).
Heartbreaker
It’s never fun to write about disappointment on Valentine’s Day, but Pat Benatar would agree that this week’s inflation data was more “love taker” than “dream maker”.
Surprise Surprise
It would be wonderful to live in the cozy world of only-happy Surprise Surprise, but the reality in 2025 is likely to be far more balanced between potential positive and negative surprises coming out of DC.
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
2024 Outlook: Stranger in a Strange Landing
Ample analytical energy has been expended in the great debate about what kind of “Landing” the U.S. economy will...
CNBC Appearance: Rob Sechan’s take on the market and his expectations for 2024
Rob Sechan, CEO and Co-Founder at NewEdge Wealth, joins CNBC’s “Halftime Report” to discuss the market and their expectation for 2024.
CNBC Appearance: “M&A and IPOs could see upside in 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss market trends and expectations for 2024.
Demystifying Structured Notes
If you’ve ever wondered… what is a structured note? How do they work? And what role can they play in a portfolio? This webinar is for you!
CNBC Appearance: “The Fed won’t hike rates next week,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss the latest jobs report, the upcoming Fed meeting, and more.
Shielding Your Digital World: Best Practices for Ironclad Cybersecurity
From social media to housing your financial accounts, it’s important to know how to keep your digital information free from cyberattacks.
Contributing With Our Hearts & Minds
Embarking on a charitable journey is a thoughtful and impactful experience. To help you navigate this process, we’ve crafted a checklist to help guide you through this process.
CNBC Appearance: “The market is still too tech heavy,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson joins CNBC’s “Closing Bell” to discuss their expectations for the last month of the year and 2024.
2023 Year-End Planning Checklist
As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning…