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.
An Ode to Maybe
Harry Truman once asked to be sent a one-armed economist, frustrated with the profession’s propensity to condition every assessment with “on the one hand this… while on the other hand that…”.
High Yield on the Highway to the Danger Zone?
While equity investors have not yet seen downward GDP revisions as a reason to turn cautious (likely because they also brighten hopes for rate cuts), corporate credit spreads are now several months removed from their 2-year lows. We are becoming concerned that High Yield credit, in particular, may be on the “Highway to the Danger Zone”.
New Dawn Fades
For the first time in over twelve months, U.S. GDP forecasts for 2024 have been trimmed, and with these cuts the “new dawn” has faded for continued growth acceleration in the U.S.
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.
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
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
Fearless Women: Luxury Edition
Both fearless women in their own right, Lindsey Boyd, Founder of Rondel Jewelry, and Sarah Flint, Founder of Sarah Flint shoes join our host, Susan Kim, CFA®, to share their visions, successes and challenges, and how they are building incredible luxury brands.
How the Build Back Better Act Proposals May Impact Your Estate Plan
President Biden and Democrats in Congress have been working on a $3.5 trillion spending and tax package, and the details are starting to be revealed. On September 15th, the House Ways and Means Committee voted to approve tax provisions to be included in the Build Back Better Act.
Details of Build Back America Act Have Begun to Leak Out
House Democrats have circulated initial proposals around tax policy changes that they want to include within the Build Back America Act, the massive tax-and-spending budget reconciliation bill that party leaders hope to move through the chamber in the coming weeks. Many of the proposals within the bill are what was expected in one form or another, but there are a few new wrinkles.
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,...