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 Friends Over You: International Equities into 2025
Given this backdrop of a stronger USD, tariff uncertainty, and weaker earnings, we see reason for U.S. investors to continue to broadly pick my friends (domestic stocks) over you (non-U.S. stocks).
Do You Remember the First Time?
The price action across equities, fixed income, and currency markets had many investors “remembering the first time” that Trump was elected in 2016, with the assumption that a similar playbook can be applied to today’s market.
Jump Scares for Halloween
“Everyone’s entitled to one good scare.” – Rounding up the Latest Economic News It’s officially November. The trick-or-treating is over, and the days of noshing on leftover candy have begun. As investors, the past several weeks made us feel a bit like a group of...
How it Ends: A Decade of Low Returns?
Last week, Goldman Sachs’ Portfolio Strategy Research team caused quite a stir when they evoked DeVotchka’s 2004 indie hit “How It Ends” (without lyrics the song is titled “The Winner Is” and provides the contemplative backdrop for the dysfunctional and endearing indie film Little Miss Sunshine. Take this as a sign to go ahead and eat the ice cream.)
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: “Liquidity has been a tailwind for stocks this year,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market rally, the Fed’s next move and market outlook.
Insights on China with Kyle Bass
NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, is joined by Conservation Equity Management’s Co-Founder and CEO, Kyle Bass, as the two discuss rising tensions between the U.S. and China.
CNBC Appearance: “We’re starting to see signs of weakness within the global economy,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer for NewEdge Wealth, joins CNBC’s ‘Squawk Box’ to discuss the latest Q1 earnings results and more.
CNBC Appearance: “No downside earnings estimates would be very bullish for risk assets,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, CFA®, NewEdge Wealth Chief Investment Officer, joins CNBC’s “Squawk Box” to discuss how she is feeling about the stock market’s prospects, the right move for the Federal Reserve and if the markets will retest past lows.
Market Update With Cameron Dawson
NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, addresses timely market updates.
“Hi Risk, I’m Human.”
Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.
The Ten Surprises of 2023
Managing Partner and Co-Founder of NewEdge Wealth, Jeffrey Kobernick, is joined by Chief Investment Strategist and Senior Managing Director of Blackstone, Joe Zidle, as the two discuss The Ten Surprises of 2023.
CNBC Appearance: “There’s no doubt there’s growing risk out there,” says NewEdge Wealth’s Rob Sechan
On an appearance on CNBC’s “Halftime Report”, Rob Sechan, NewEdge Wealth CEO and Co-Founder, says, “There’s no doubt there’s growing risk out there,” during a midday look at the markets.
2023 Wealth Strategy Guide
A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.