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.
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...
The Price You Pay: 4Q22 Earnings Update
In this week’s Edge, we are taking stock of the recent earnings trends and guidance provided by U.S. companies, and then asking ourselves if these measures and management expectations justify the prices investors are paying today?
Too Much Love Will Kill You: Velocity and Vulnerabilities
Respect the tape. That’s the message from market technicians (those who analyze price and volume data in markets) after this week’s rally. The ebullient response by equities to the Fed’s seemingly dovish press conference resulted in meaningful “breakouts” and surges in momentum in many stock indices.
The Bond Market is Hearing But Not Listening
Every partner, parent, or friend knows that there is a big difference between hearing and listening. Hearing is just the passive perception of sound. Listening is the active absorption of sound.
Communication breaks down when we hear but we don’t listen.
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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