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.
Brain Damage
“Brain Damage” feels particularly appropriate to describe a week of frightening headlines and tumultuous markets that surprisingly finished with the S&P 500 higher.
Bullet with Butterfly Wings: Higher Rates Starting to Bite
We all heard the phrase “when the Fed raises rates, something breaks” so much in the past year that this aphorism nearly became stale, mostly given the backdrop of renewed calm and optimism in markets to start 2023.
Running Up That Hill: Confronting Earnings Hills
Be runnin' up that roadBe runnin' up that hillBe runnin' up that buildin' - Running Up That Hill, Kate Bush We have Netflix and TikTok to thank for the youthful pop culture resurgence of the 1985 classic Kate Bush song “Running Up That Hill”, but it’s a great,...
No Land Before Time
Note: This piece is not about friendly adolescent dinosaurs going on a Hero’s Journey, but it is a great pun to talk about the limitations of recent debates about economic “landings”. In the span of just two months, the dominant market narrative has shifted from...
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
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