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.
Someday You Will Be Loved?: Value’s Continued Malaise
We continue our unofficial summer series looking at the “left behind” portions of the global equity market (we began with a look at small caps and then international stocks) with a look at Value and its dismal relative performance versus the S&P 500 and Growth stocks.
Waiting on the World to Change
John Mayer’s “Waiting on the World to Change” is an apt soundtrack for international investors who have experienced a decade and a half of underperformance versus the U.S. markets and are waiting for signs of a turn in performance.
Go Your Own Way
There may be only one duo that is more at odds than 1977 Stevie Nicks and Lindsay Buckingham, and that is the Payroll and Household Surveys for employment in the U.S.
Like the quarrelsome rock n’ roll couple, these two measures of U.S. labor data “went their own way” in the jobs reading for May.
When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities
This week we are providing our assessment of the U.S. small and mid-cap equity market, a universe of nearly 2,500 listed companies that are generally classified as having market capitalizations from $50M to $30B and have traditionally represented about 20% of the total U.S. equity market cap.
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
Fearless Women: Women in the Arts
Susan Kim, Vice President and Wealth Advisor at NewEdge Wealth leads a discussion with Amelia Manderscheid, Vice President and Senior Director in Contemporary Art of Bonhams, Lara A. Björk, Founder of Von Rudebeck Art Advisory, and Lori Hotz, Co-Founder and Co-CEO of Lobus.
Estate Planning Your Child Needs Once They Turn 18
You may still consider your 18-year-old a child, but to the world, they are an adult. As your child graduates from high school and heads out into the newfound ventures of adulthood, it’s important to consider the legal implications that arise when they legally become an adult.
2022 Market Outlook with Tom Lee
Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors and NewEdge Wealth’s CEO and Co-Founder, Rob Sechan discuss key economic and market themes which will likely impact investors in the coming year.
2021 Year-End Planning Checklist
As we head into the new year, now is the time to take stock and assess whether your wealth strategy utilizes the appropriate strategies to address the current tax law, soaring market returns, and any changes to your goals or family circumstances.
President Biden will Renominate Powell as Federal Reserve Chair
It was announced this morning that President Biden will renominate Jerome Powell as the Federal Reserve chair. He will also elevate Fed Governor, Lael Brainard, to vice chair of the Fed.
Build Back Better Act: What to Know and What to Consider for Your Retirement Plan
On November 2nd, 2021, Congress released the most recent tax provisions for the Build Back Better Act, including several proposed changes to retirement plans. Amongst the changes are those that directly target contributions to retirement accounts with large balances, limit future Roth Conversions and potentially eliminate the Backdoor Roth IRA strategy.
Build Back Better Act: What’s Out, What’s Still In, and What’s New
After months of negotiations between moderate and progressive Democrats, on November 2, 2021, Congress released the latest version of the Build Back Better Act for the $1.75 trillion social and climate spending bill.
An Insider’s Look at China: What’s Really Happening on the Mainland
With all the noise out of China, we turned to a panel of seasoned Chinese investors to hear their insights and share with us how they’re investing.
Estate Planning Amid Uncertainty: What the Build Back Better Act Could Mean for You
Hosted by John Straus, Jr., panelists Marissa Dungey and Jim Dougherty, Founding Partners of Dungey Dougherty PLLC, discuss the proposed changes included in the Build Back Better Act and the impact it may have on you, your family and estate