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.
What Year Is It?
The investing world has awoken from a two-week holiday slumber, and a new year has begun. 2025 starts, as most years do, with more questions than answers. But the outcome for the global economy and financial markets seems unusually uncertain to us. High valuations and market concentration combined with softening economic data and rising policy uncertainty mean the picture is murky, at best.
Follow You Down
Currently, there is a splintering in financial markets and economic data that is likely to prove temporary, but as this splintering mends, markets could be singing Gin Blossoms’ “Follow You Down” along the way.
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.
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: “There are a lot of stocks selling at attractive valuations,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Closing Bell” to discuss what’s happening in tech sectors, what to expect from the market, and more.
Well, That’s Pretty Crummey!
Your NewEdge Wealth team is here to support you in your role as Trustee. We can help educate beneficiaries about trusts, including the purpose and implications of Crummey Notices.
CNBC Appearance: “The current market correction hasn’t been growth-related,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Squawk Box” to discuss the latest market trends, rest of year outlook, and more.
Quality-Focused Investing at NewEdge Wealth
Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.
CNBC Appearance: “Recession may not hit until the end of the first half of 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, joins CNBC’s closing bell to discuss markets, the economic reports from this week, and what it means for the fall season.
CNBC Appearance: Rob Sechan’s take on the latest job reports and the path ahead for your money.
Rob Sechan, CEO and Co-Founder, joins CNBC’s “Halftime Report” to discuss his take on the latest job reports, the path ahead for your money, the best place to be right now, and more.
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.