Latest Investments & Planning Insights
Market Insights
Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.
Mid-Year Outlook: The Summer of Mudd
Here we are already, a blink away from the beginning of July, and the year has positively flown by.
Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!
The Fed Waves Through a Window at Markets
Before this week, the Federal Reserve had not released updated economic and interest rate forecasts since March 19th. That sure feels like a long time ago. While members of the central bank’s monetary policy committee (FOMC) speak publicly all the time, we finally received an update on Wednesday to their collective thinking about how the U.S. economy is performing and what measures might be needed to help keep it in balance.
7empest
A sudden spike in geopolitical tensions shakes markets out of their calm streak. In this week’s Weekly Edge, Cameron Dawson analyzes the ripple effects across oil, equities, currencies, bonds, and what investors should be watching for next.
Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance
Despite macro headwinds and cloudy corporate guidance, Q1 earnings delivered a fundamental spark, helping equity markets recover from April lows. We break down the numbers, explore what’s driving investor optimism, and examine why AI may be the next tailwind.
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.
Podcasts, Media Appearances & Webinars
ONWARD: Episode 6
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In our latest episode of Onward, partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play.
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.
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.
CNBC Appearance: “The stock market is overbought right now,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Squawk Box” to discuss the latest market trends, the Fed’s rate hike campaign, and more.
The Timeless Appeal of Blue Chip Stocks
Richard Ina, AAMS®, Partner, was joined by Jay Peters, CFA®, Principal, Portfolio Strategy, to discuss the global middle class, the shifting demographics in the United States, the impact of AI on investment strategies, and Warren Buffett’s renowned bucket approach in retirement.
Ghislain Gouraige, CEPA® Joins Mindy Diamond on Independence for Financial Advisors
Ghislain Gouraige, CEPA® joins Mindy Diamond, Founder & CEO of Diamond Consultants, on her podcast for financial advisors considering change.
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.