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.
The Muppet Charts Carol
Though the initial critical reception of 1992’s The Muppet Christmas Carol was mixed (a thumbs down on Siskel & Ebert!), modern wisdom and taste have caught up to the precious pointedness of the pint-sized production, with the movie now being lauded as “the greatest Christmas film ever made”.
Knives Out at the Fed
This week, the Federal Reserve’s Open Market Committee (FOMC) held its final monetary policy gathering of the year, and it used the occasion to slash its policy target rate one more time. While the economic data flow remains impaired by the 43-day government shutdown, the committee saw enough weakness in the labor market to feel it needed to ease policy for the third time in as many meetings.
Right Back Where We Started From
Cameron Dawson breaks down why GDP and EPS forecasts for 2026 are “Right Back Where We Started From,” what’s driving revisions, and where markets may go from here.
Giving Thanks
We hope our NewEdge Wealth clients and readers are having a wonderful Thanksgiving week. Whether you’re reading this in advance of the big day or after, as your body digests the feast, we offer this edition of the Weekly Edge for your consumption. In it, you’ll find a collection of charts showing some of the macro trends for which we are most thankful this year.
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
#Millennials: The Startup Generation
Born between 1981 and 1996, Millennials are the largest generation in the U.S. workforce today, numbering over 72 million. As the first true digital natives, they grew up alongside the internet, mobile technology, and social media.
Bloomberg Appearance: Cameron Dawson on Earnings, Bond Yields, and Concentration Risks
Cameron Dawson, Chief Investment Officer, joins Bloomberg Television to discuss how equities are still stuck in the tariff scare range.
Bloomberg Appearance: “Earnings Are More Useful Than Economic Data,” says Cameron Dawson
Cameron Dawson explains why earnings are key for investors, how trade wars and AI are shaping markets and what to expect from the Fed’s next moves.
Master Your Business Exit: A Roadmap to Valuation and a Financially Secure Future
But now, as you begin to think about selling your business or transitioning into retirement, it’s time to pivot your focus. The question isn’t whether you’ll exit your business, but how you’ll do so in a way that aligns with your financial goals, maximizes your wealth, and protects your legacy.
Cameron Dawson: “This market has an incredible ability to shake off bad news”
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, says markets keep rising despite risks, driven by strong earnings and momentum, but warns stretched valuations could trigger volatility.
Building Your Own Path: Next Generation Wealth Planning
Discover how the next generation can build independent wealth, align financial goals with values, and create a lasting family legacy.
CNBC Appearance: Friday sell-off a wakeup call to leverage in equity markets, says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Closing Bell’ to discuss how to think about recent equity markets, if the character of this market has changed and much more.
The Investor’s Edge: Key Trends Driving Today’s Markets
The last few weeks of AI-infrastructure deal announcements have raised many an eyebrow about the circular nature of these deals (ex. Nvidia investing in $100B in OpenAI so that OpenAI can buy NVDA chips, alongside a $300B OpeanAI deal with Oracle that will purchase even more NVDA chips), and stirred up memories of the ill-fated vendor financing boom of the 1990’s tech bubble.
Bloomberg Appearance: Cameron Dawson on AI CapEx and the U.S. Economy’s Growth Reliance
Cameron Dawson joins Bloomberg Surveillance to explain how AI-driven CapEx is fueling U.S. economic growth, and potential risks ahead.