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.
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.)
Famous Last Words
If there is a GOAT (Greatest of All Time) title for “Famous Last Words” in financial market valuations, it has to go to Irving Fisher, who infamously quipped in 1929 that “stock prices have reached what looks like a permanently high plateau.” Of course, we know what happened after this not-so-reassuring statement: the Dow plunged 89% and took 25 years to make a new high.
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.
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
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.
22 Charts for 2022: A Year in Review
As the final days of December dwindle away, this time of year is filled with a sense of both reflection and expectation. Here are 22 charts that capture the turmoil, major shifts, present fears, opportunities, and (sometimes surprising) resilience of 2022.
International Update: Summary
The USD remains the key driver for relative performance of International Developed (EAFE) and Emerging Market (EM) stocks versus the US (S&P 500).
Bloomberg Appearance: NewEdge’s Cameron Dawson discusses the deep inversion in yield curves
Cameron Dawson, Chief Investment Officer, recently joined Bloomberg’s “Real Yield” to discuss the deep inversion in yield curves, what these inversions are telling us about the economic backdrop, and how to interpret a future re-steepening of the curves.
CNBC Appearance: “The Fed wants to see the labor market ease,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Squawk Box’ to break down her expectations for the Federal Reserve’s looming interest rate decision and explains what it could mean for markets.