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.
Top Charts to Watch for Equities in June
US equities were higher on the week and notched sizable daily gains on Friday. Growth-oriented indices like the NASDAQ and Russell 1000 Growth were again the biggest winners as the names that comprise these indices continued to shrug off higher real rates and expand valuation multiples.
Top Takeaways from a Busy Week in Markets
Broad US equity indices marched higher on the Friday leading into Memorial Day Weekend, resulting in the S&P 500 notching a slight weekly gain while the tech-heavy NASDAQ and Russell 1000 indices produced weekly gains of 1.5% – 2.5%.
Won’t Back Down: 1Q23 Earnings Recap and 2Q23 Preview
There are multiple “problems” (maybe not 99!) that are driving the bond market to price in such a different outcome than the Fed’s guidance. These include concerns about the debt ceiling, regional banking crisis, geopolitical tensions, concern about flagging U.S. growth, and optimism that inflation will continue to moderate.
Top 10 Charts to Watch for May
The first week of May proved to be action-packed: another bank failed and was acquired out of receivership, the Federal Reserve met and raised interest rates, earnings continued to roll in, equity markets experienced renewed volatility after a lull, and economic data continued to be resilient “in spite of it all”.
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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