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.
I Want My S&P (500)
The U.S. equity market’s long-term resilience is no accident. Domestic firms benefit from operating in the world’s most dynamic economy and represent a wide range of industries. This has helped companies generate reliably strong earnings growth across seasons and cycles, and it has created internal market diversification in periods of sharp rotations (when many country indexes driven by just one or two industries often falter).
How Investors Learned to Stop Worrying and (Mostly) Shrug Off Geopolitical Risk
U.S. stocks are holding up as conflict escalates in Iran, but rising oil prices and weakening consumers could change that fast. Here’s what investors need to watch.
The Future Freaks Me Out or Everything is Alright?
Occasionally, instead of being optimistic about the future, equity markets become thoroughly “freaked out” by the future (singing along to “The Future Freaks Me Out” with those slightly neurotic synth-punk-emo purveyors, Motion City Soundtrack).
MacArthur Park Suite
This week’s Edge (which you can probably read while listening to the entire 18 minutes of the “MacArthur Park Suite”) will look at the recent run in Value outperformance and examine the drivers that could make this run in Value sustainable (like in the early 2000s) or just another flash in the pan.
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: Santa Claus Rally’ Started Early, Says Cameron Dawson
Cameron Dawson, Chief Investment Officer, says the “Santa Claus Rally” seemed to start earlier this year, but they don’t read much into it because it’s just end-of-the-year position chasing.
CNBC Appearance: Cameron Dawson Discusses Market Action on CNBC
Cameron Dawson joined ‘Closing Bell’ to talk about the road ahead for the bull market.
Fox Business Appearance: Cameron Dawson, CIO joins Fox’s ‘Making Money’
NewEdge Wealth CIO Cameron Dawson shares her 2026 market outlook on Fox’s ‘Making Money.’
Bloomberg Appearance: Cameron Dawson on AI Jitters, Market Recalibration & Buying Opportunities
Cameron Dawson breaks down why recent AI-driven volatility is a short-term recalibration, not a growth scare, and why dips could offer smart buying opportunities for 2026.
Fox Business Appearance: Cameron Dawson on Navigating Market Uncertainty
CIO Cameron Dawson explores the impact of data blackouts on the economy and the future of AI integration in market strategies.
CNBC Appearance: Markets suggest a continued drift and chase higher, says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, joins ‘Closing Bell’ to discuss the latest news affecting markets.
CNBC Appearance: “Tariffs still haven’t hit earnings in aggregate,” says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joins CNBC’s ‘Closing Bell’ to discuss the market’s current focus on earnings and the general market setup.
CNBC Appearance: “Need to See Continued Ad Engagement from Meta,” says Rob Sechan
Rob Sechan, CEO & Co-Founder, joins CNBC’s ‘Closing Bell’ to break down which Big Tech companies have the most to lose after reporting earnings results.
#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.