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.
You Only Live Twice
2023’s string of stronger-than-expected economic data, continued with this week’s jobs data, has reminded us of the iconic 1967 scene in You Only Live Twice where a pronounced-dead Bond emerges from the depths of the ocean alive, well, and immaculately dressed.
Supersonic: Major Market Shifts as We Enter 4Q23
The major shifts in markets over the course of 3Q23 had us thinking about one of the greatest (true) stories in rock and roll history.
Liam Gallagher of Oasis began life having no interest in music, wholly uninterested in his brother Noel’s passion and prowess for songwriting.
Dance of the Clairvoyants: What Equity Market Leadership is Telling Us About the Economy
Let’s do the “Dance of the Clairvoyants” and see what messages the equity market leaders and laggers could be sending us about the future path for the economy and broad equity indices.
Misery Business: Watching Inflation’s Pinch on the Consumer
After falling for most of 2023 as inflation moderated, the Misery Index has ticked up meaningfully for the first time this year, capturing the pinch that consumers could feel if inflation readings continue to reaccelerate.
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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