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.

Know Your Enemy

by Brian Nick | July 17, 2026 | Market Insights, The Weekly Edge | 0 Comments

Introduction: Know Your Enemy “Think ya know...

Watch the Replay: 2025 Economic Outlook

by NewEdge Wealth | Jan 16, 2025 | Market Insights, Webinars, Yearly Outlooks

Hear the team’s insights into the economy, key policy trends, and market dynamics as they explored upcoming challenges and opportunities.

2025 Outlook: Great Expectations

by NewEdge Wealth | Jan 16, 2025 | Market Insights, Yearly Outlooks

One of the many incisive lessons from Charles Dicken’s Great Expectations is how quickly a new environment can alter our perceptions and make us forget from where we came.

Just like young Pip who forgets his humble roots and comes to demand great things from his London high society life, only to be disappointed, today’s investors and forecasters have become accustomed to a high return, low volatility, upside-surprise-driven macro and market environment.

Labor Market Showing Its Flair

by Brian Nick | Jan 10, 2025 | Market Insights, The Weekly Edge

Fed rate cuts appear to be on hold. Global government bond markets are in retreat. And stocks have been jittery in the opening days of 2025. The trend for each of these hinges, to varying extents, on whether the U.S. job creating machine can continue humming in 2025. The December U.S. employment report gave us hope that it can.

Navigating the Divide: Active vs. Passive Strategies in Today’s Equity Markets

by Ana Gonzalez, CIMA® | Jan 9, 2025 | Articles, Market Insights

As equity market indices have delivered remarkably high and steady returns, investment strategies tied to those indexes can play a more important role in portfolios. So-called passive investing has become a $13 trillion powerhouse, transforming the financial landscape. But its rapid ascent has broader implications for market dynamics.

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.

Life After Exit: Planning for What Comes Next

Introduction A successful business exit is one of the most significant financial events of an entrepreneur’s life. Yet for many founders, the transaction itself consumes so much attention that the question of what comes next goes unanswered until after the deal...

Ghislain Gouraige|Jul 7, 2026

The New Driver of Enterprise Value: Featured Image

The New Driver of Enterprise Value: AI in the Middle-Market

Artificial intelligence is no longer a distant concern reserved for large enterprises. It has arrived as a practical, deployable tool that is already reshaping how businesses compete, how they operate, and what acquirers are willing to pay for them.

Ghislain Gouraige|May 12, 2026

Trump Accounts: Building Tax-Free Wealth from Day One

Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.

Apr 14, 2026

2026 Wealth Strategy Guide

This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.

Feb 18, 2026

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Podcasts, Media Appearances & Webinars

CNBC Appearance: NewEdge’s Cameron Dawson offers her bearish take on the market

Oct 11, 2022 | Media Appearances

Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins ‘Closing Bell: Overtime’ to offer her fourth quarter playbook.

CNBC Appearance: “Investors need to be cautious in the medium term,” says NewEdge’s Cameron Dawson

Oct 5, 2022 | Media Appearances

Cameron Dawson, Chief Investment Officer of NewEdge Wealth, joins CNBC’s ‘Squawk Box’ ahead of the open to break down why the latest market rally has legs in the short term.

CNBC Appearance: “There’s still market risk to the downside,” says NewEdge’s Cameron Dawson

Sep 30, 2022 | Media Appearances

Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Squawk Box’ to break down her market outlook ahead of the open.

CNBC Appearance: “Rallies still face medium trend headwinds,” says NewEdge’s Cameron Dawson

Sep 26, 2022 | Media Appearances

NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss market trends and...

ONWARD: Episode 1

Sep 15, 2022 | Entrepreneurs, Podcasts

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 Episode 1, NewEdge Wealth Partner, Ghislain Gouraige, welcomes Eddie Montalvo, a successful entrepreneur who’s had several great exits from his aviation services company. Eddie speaks about his first management buyout in 1997, obstacles he’s faced along the way, and what ventures lay ahead.