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.
The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap
Like the myth of the “Ramblin’ Man”, whose rough-and-tumble, on-the-road lifestyle was described by the Allman Brothers Band in 1973, most S&P 500 companies and management teams continue to search for the good times while navigating a bumpy road and challenging environment for profit growth.
We Didn’t Stop the Fire: The Fed’s Take on Inflation and Growth
This week, Minneapolis Fed President Neel Kashkari published an essay titled “Policy Has Tightened a Lot. How Tight Is It?”, but we think a great alternative title would be “We Didn’t Stop the Fire”, the inflation fire that is.
No Rain: Implications of Resilient Data on Markets
For much of the past two years, the bond market has been expecting a much easier policy path than what the Fed has signaled and executed. Time and time again, the bond market has front run the Fed, expecting a shift to easier policy, but the Fed has not delivered.
Separate Ways
Though strong rallies in broad equity market indices to start 2024 are hardly wince-inducing like Journey’s music video, under the surface, we have continued to see stark divergence between market leaders and laggards, with a notable continuation of 2023’s leadership profile to start 2024. We think this performance is due to earnings revisions going separate ways.
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
2024 Outlook: Stranger in a Strange Landing
Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year.
Cameron Dawson, CFA® Joins S&P Dow Jones Indices Channel
Cameron Dawson, CFA® takes a custom look at the Pacer US Small Cap Cash Cows Index with S&P Dow Jones Indices’ Michael Mell.
2024 Outlook: Stranger in a Strange Landing
Ample analytical energy has been expended in the great debate about what kind of “Landing” the U.S. economy will...
CNBC Appearance: Rob Sechan’s take on the market and his expectations for 2024
Rob Sechan, CEO and Co-Founder at NewEdge Wealth, joins CNBC’s “Halftime Report” to discuss the market and their expectation for 2024.
CNBC Appearance: “Brace for a short-term markets pullback in January,” says NewEdge Wealth’s Ben Emons
Ben Emons, Principal, Senior Portfolio Strategist at NewEdge Wealth, joins CNBC’s “Fast Money” to talk his latest call that the markets might be in for a pullback in the beginning of 2024.
CNBC Appearance: “M&A and IPOs could see upside in 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss market trends and expectations for 2024.
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.