Latest Investments & Planning Insights

Weekly Summary

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.

“Hot N Cold”

. We understand that the Fed’s latest planned trajectory of hikes in the federal funds rate has increased the probability of a U.S. recession by sometime next year. It has also lowered the risk/reward calculus for the purchase of equities. As we have advocated this entire year, we would only buy selected securities on market downturns. We maintain our belief that selective stock picking will continue to play a critical role in outperformance.

“Don’t Stop ’til You Get Enough”

Our general investment approach remains the same as depicted in last week’s commentary. U.S. interest rates continued to rise and the two-to-10-year yield curve generally steepened even as it remained inverted, much as we anticipated more than two weeks ago.

“Patience”

We continue to foresee financial market volatility and we maintain our conviction that equities should only be purchased on market downturns. Absent a severe U.S. recession, we view the significance of a “soft” Fed pivot as we have outlined, as enabling a long-term investor to be more “comfortable” buying selected stocks given the lessened probability of U.S. equities approaching the low levels of this year.

“All Along the Watchtower”

Weekly Summary: August 8 - August 12, 2022 Key Observations: U.S. inflation most likely peaked in July. Although we foresee a downward trajectory of inflation rates, we assume that they will come down in an erratic pattern and take quite some time before the Federal...

“Cold Heart”

Weekly Summary: August 1 - August 5, 2022 Key Observations: A critical component of our “soft” pivot narrative for the Federal Reserve (Fed) expounded in last week’s narrative is our assumption that the U.S. economy continues to slow. The economic data we reviewed...

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.

Vacation Home

Considerations Before Buying a Home Overseas

Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.

|Sep 6, 2022

Planning During a Divorce

Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.

|Aug 31, 2022

Rollover Equity & Wealth Strategy

Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.

Jul 19, 2022

Preventing a Post-Sale Derailment

Preventing a Post Sale Derailment

You sold your company took that dream vacation and you’re back home well-rested, refreshed, ready to start upon your next endeavor... and you’re bored. You find yourself puttering around the house, being disruptive to your family. Even your dog is starting to wonder why you’re always around. And then it happens... you start to miss your old business. While you’re thrilled with the payout, a feeling of seller’s remorse starts to creep in.

Jul 15, 2022

Articles, Webinars & Media Appearances

2022 Mid-Year Fixed Income Update

2022 Mid-Year Fixed Income Update

Recession alarm bells have been ringing louder after the U.S. economy shrank for the second straight quarter. 2022 stands as the worst year on record for bonds leading some investors to pile into municipal debt because it is considered safe.

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Fearless Women: Women in Cannabis

Fearless Women: Women in Cannabis

The cannabis industry is changing rapidly and the conversation amongst investors is no longer taboo. With the legalized cannabis industry now projected to exceed $43b in revenue by 2025, the space is rapidly gaining attention.

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Playbook for Market Volatility

Playbook for Market Volatility

Periods of market volatility always raise two questions: how much further down do we have to go and what actions should we take in response? Unfortunately, the former cannot be known with certainty and is outside of our control; however, the latter is within our control.

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The Ideal Transaction

The Ideal Transaction

Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.

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Fireside Chat: Market Update with Lee Cooperman

Fireside Chat: Market Update with Lee Cooperman

Listen in as Rob Sechan, CEO and Co-Founder of NewEdge Wealth, and Lee Cooperman, Chairman and CEO of Omega Family Office, Inc., and Investment Advisory Board Member of NewEdge Wealth, discuss their general market thoughts and what the possible catalysts could be for a significant market decline.

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The Ten Surprises of 2022

The Ten Surprises of 2022

The definition of a “surprise” is an event that the average investment professional would assign a one-out-of-three chance of taking place, but these are events Blackstone believes are probable, having a better than 50% chance of occurring.

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