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.
Pictures of You
We think that growth forecasts continue to be “so much more than everything” to risk asset performance, with stable and rising forecasts as the key underpinning of recent risk asset strength.
Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season
An aging economic cycle and equity markets that are facing renewed headwinds make Bob Seger’s 1980 classic a fitting analogy for this week’s Weekly Edge, where we are taking stock of the current U.S. equity earnings season.
Undone: Fed Expectations and the Pivot Trade Unraveled by Economic Data
Expectations for a Fed pivot to rate cuts in 2024 have been “undone” by stickier inflation readings and resilient economic growth statistics, resulting in an “unraveling” of market trades that expected to benefit from a friendlier Fed.
Second Quarter Outlook
This week we shared our outlook for the economy and markets in the second quarter of 2023. For much, much more detail, please download the slide deck for our complete analysis of the second quarter macro and market environment.
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
Setting Up the Next Generation for Wealth That Lasts
Parents frequently express concerns regarding passing wealth to the next generation, a concern backed by research — 70% of families lose their wealth by the second generation and ninety percent by the third.
Market Update on the World of Art, Watches and Collectible Cars
Hosted by Jeff Kobernick, the panelists reviewed the burgeoning non-fungible token (“NFT”) market, the “red-hot” market for new and used watches, and the world of new and used collectible cars.
Fireside Chat with Jamie Dinan and Marc Lasry
Hosted by Rob Sechan, panelists Jamie Dinan and Marc Lasry discussed markets, the uneven reopening of the economy,...
The Four Primary Estate Planning Issues We’re Tracking in 2021
In general, estate planning is not what people wake up and want to chat about. However, this year there is plenty of news around the changes to tax policy that should be motivating you to start the dialogue and/or get educated on how the changes may impact you and your family.
Fireside Chat: The Cryptocurrency Craze
Hosted by Rob Sechan, panelists Tom Lee and Anthony Scaramucci discussed an overview of the cryptocurrency market, the outlook for the market in 2021 and the future, as well as insights on how individual investors can gain exposure to this burgeoning asset class within their own portfolio.
What the “American Families Plan” Could Mean for You
A key focus of President Biden’s address to Congress last night was his proposed “American Families Plan.” Among many things, the plan includes new spending on what the administration describes as “human infrastructure” priorities.