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.
Is Monetary Policy About the Journey or the Destination?
The Fed’s “journey vs. destination” debate is reshaping markets. Discover what investors should watch in the this week’s Weekly Edge.
Looking for Clarity After the Summer of Mud
The question as we move into autumn is whether enough mud has been cleared away to provide clarity on the way forward for corporate earnings and economic growth and, ultimately, more good returns for investors.
Wherever You Will Go
Earnings are driving markets higher. With S&P 500 estimates at record levels, can growth hold as jobs slow and margins face pressure?
Up in the Air
From just after the global financial crisis through the high inflation of the early 2020s, the U.S. labor market has been on a generally positive trajectory.
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
Bloomberg Appearance: “If you’re looking into the bond market right now, you have to do it with open eyes,” says Brian Nick of NewEdge Wealth.
Brian Nick, Managing Director, Head of Portfolio Strategy at NewEdge Wealth, warns that U.S. economic growth is weakening fast, making equity market gains harder to justify and bond markets more uncertain.
Mid-Year Outlook: The Summer of Mudd
Here we are already, a blink away from the beginning of July, and the year has positively flown by.
Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!
CNBC Appearance: “A lot of the risk in 2025 has been oriented around the U.S. itself,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, says markets welcome a pause on Iran. He warns of stagflation risks, weak growth, and growing margin pressure.
Schwab Network Appearance: “The pain trade still could be higher as people are drawn back in,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Morning Trade Live with her perspective on current geopolitical tensions impacting market activity.
Wealth Management EDGE Appearance: “When you get that volatility, it’s a great time to be rebalancing portfolios and looking for opportunities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer shares insight on navigating market volatility through the importance of client communications and building strategic approaches.
Uncorking Value: A Strategic Guide to Wine as Passion and Portfolio
Wine is both a passion and an investment opportunity. Tangible, enjoyable, and produced in limited supply. Learn how consumers, collectors, and investors approach it.
Bloomberg Appearance: “From a policy perspective, we don’t see a lot of things that are ultimately stimulative,” notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer notes that market sentiment remains cautiously bullish as institutional investors stay on the sidelines, retail investors buy the dip, and policy uncertainty ushers in what she calls the “Summer of Mudd.”
The Keys to the Castle – Buying a Home
Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.
Catalysts Appearance: “We’re in a tough spot if inflation rises and growth stays soft,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how investors can navigate a volatile inflation outlook and position their portfolios for a slowing growth environment.