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.
Light My Fire: U.S. Equity Third Quarter Earnings Preview
The time to hesitate is through “Light My Fire” – The Doors As equity markets enter the final quarter of 2024, treading cautiously and digesting the best start to an election year on record, investors are hoping third-quarter earnings results will, as Jim Morrison...
Waiting for November: How Long Can the U.S. Labor Market Stay Resilient?
The first Friday of each month brings with it new information about the single most important piece of economic data anywhere in the world: the state of the U.S. labor market.
Livin’ on the Edge: Implications of Election 2024
In this piece, we’ll assess the state of the race, discuss the U.S. federal debt and deficit in the context of different political power sharing arrangements, and evaluate the candidates’ economic platforms.
Bound for the Floor: Recalibrating Fed Policy
Powell’s kick off to the recalibration cutting cycle and the questions that it raises highlight the incredibly Strange characteristics of this cycle overall. To begin a cutting cycle with a supersized, emergency-like cut when equity markets are at all-time highs, financial conditions are broadly easy, and total employment is at a record is a backdrop so unique that it is consistent with our Strange Landing expectations.
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
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.
CNBC Appearance: “Pandemic-era bubble valuations are necessary for markets to rise 15-20%,” says NewEdge’s Dawson
Cameron Dawson, CFA®, NewEdge Wealth Chief Investment Officer, recently joined CNBC's “Squawk Box” to discuss her...
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
Watch the Replay: 2023 Outlook
Hosted by NewEdge Wealth’s CEO and Co-Founder, Rob Sechan, and Chief Investment Officer, Cameron Dawson, the two take a deeper dive into our newly released 2023 Outlook, including the economy, policy, and markets in 2023.
2023 Outlook: Enjoy What You Can, Endure What You Must
As we exit a tumultuous 2022 and face the inherent uncertainty of a new year, we adopt the wise words of Goethe as our mantra for 2023: “Enjoy what you can, endure what you must.”
Behind the Scenes with Rob Sechan
In addition to his busy schedule as the Managing Partner of NewEdge Capital Group and CEO of NewEdge Wealth, Rob Sechan, can frequently be seen on CNBC and various media outlets. What goes on behind the scenes? Here’s a sneak peek.
CNBC Appearance: “Investors need to be as data dependent as the Fed,” says NewEdge’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, recently joined CNCB’s “Closing Bell: Overtime” to discuss the Fed, her inflationary outlook, and risks in valuations.