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.
Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview
Kansas’ 1976 signature song “Carry on My Wayward Son” alluding to perseverance and uncertainty, is a fitting analogy for the upcoming earnings season, which kicked off yesterday with reports from economic bellwethers J.P. Morgan, Wells Fargo and United Healthcare.
3 Libras: A Triple Top for Growth vs. Value?
We are watching closely (or pulling out our Libra Scales of Justice) for indications that Value’s early outperformance in 2024 could be setting up for a triple top in Growth vs. Value, meaning a period where Growth underperforms Value.
Invincible? Watching Sentiment, Positioning, Valuation, and Growth Expectations
Equity markets have been acting invincible (save for Wednesday of this week). With the tailwinds of a friendly Fed and resilient growth data, equities have been in full melt-up mode as investors chase to increase exposure into year end.
How’s it Going to Be: The Economy and Markets After the Pivot
As current Federal Reserve Chairman Powell was “Livin’ in the 90’s” this week, we dust off our debut Third Eye Blind CD and ask “how’s it going to be?” for markets and the economy now that the tightening cycle is (or at least is expected to be) over.
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
President Biden will Renominate Powell as Federal Reserve Chair
It was announced this morning that President Biden will renominate Jerome Powell as the Federal Reserve chair. He will also elevate Fed Governor, Lael Brainard, to vice chair of the Fed.
Build Back Better Act: What to Know and What to Consider for Your Retirement Plan
On November 2nd, 2021, Congress released the most recent tax provisions for the Build Back Better Act, including several proposed changes to retirement plans. Amongst the changes are those that directly target contributions to retirement accounts with large balances, limit future Roth Conversions and potentially eliminate the Backdoor Roth IRA strategy.
Build Back Better Act: What’s Out, What’s Still In, and What’s New
After months of negotiations between moderate and progressive Democrats, on November 2, 2021, Congress released the latest version of the Build Back Better Act for the $1.75 trillion social and climate spending bill.
An Insider’s Look at China: What’s Really Happening on the Mainland
With all the noise out of China, we turned to a panel of seasoned Chinese investors to hear their insights and share with us how they’re investing.
Estate Planning Amid Uncertainty: What the Build Back Better Act Could Mean for You
Hosted by John Straus, Jr., panelists Marissa Dungey and Jim Dougherty, Founding Partners of Dungey Dougherty PLLC, discuss the proposed changes included in the Build Back Better Act and the impact it may have on you, your family and estate
Fearless Women: Luxury Edition
Both fearless women in their own right, Lindsey Boyd, Founder of Rondel Jewelry, and Sarah Flint, Founder of Sarah Flint shoes join our host, Susan Kim, CFA®, to share their visions, successes and challenges, and how they are building incredible luxury brands.
How the Build Back Better Act Proposals May Impact Your Estate Plan
President Biden and Democrats in Congress have been working on a $3.5 trillion spending and tax package, and the details are starting to be revealed. On September 15th, the House Ways and Means Committee voted to approve tax provisions to be included in the Build Back Better Act.
Details of Build Back America Act Have Begun to Leak Out
House Democrats have circulated initial proposals around tax policy changes that they want to include within the Build Back America Act, the massive tax-and-spending budget reconciliation bill that party leaders hope to move through the chamber in the coming weeks. Many of the proposals within the bill are what was expected in one form or another, but there are a few new wrinkles.
Preparing the Next Generation for Wealth: How Not to Be a Statistic
Parents frequently express concerns regarding passing wealth to the next generation, a concern backed by research — 70% of families lose their wealth by the second generation and ninety percent by the third.