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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.

Eye of the Hurricane?

by | April 25, 2025 | The Weekly Edge | 0 Comments

he U.S. economy sustained a significant shock on Liberation Day, one that has already shown up clearly in consumer and business survey data. We now brace for the impact on corporate earnings and real economic activity, assuming the tariffs are not withdrawn in the interim.

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Labor Market Showing Its Flair

by | Jan 10, 2025 |

Fed rate cuts appear to be on hold. Global government bond markets are in retreat. And stocks have been jittery in the opening days of 2025. The trend for each of these hinges, to varying extents, on whether the U.S. job creating machine can continue humming in 2025. The December U.S. employment report gave us hope that it can.

What Year Is It?

by | Jan 3, 2025 |

The investing world has awoken from a two-week holiday slumber, and a new year has begun. 2025 starts, as most years do, with more questions than answers. But the outcome for the global economy and financial markets seems unusually uncertain to us. High valuations and market concentration combined with softening economic data and rising policy uncertainty mean the picture is murky, at best.

Follow You Down

by | Dec 27, 2024 |

Currently, there is a splintering in financial markets and economic data that is likely to prove temporary, but as this splintering mends, markets could be singing Gin Blossoms’ “Follow You Down” along the way.

Nowadays

by | Dec 20, 2024 |

But oh, it's heavenNowadays “Nowadays”, Roxie Hart, Chicago the Musical It’s good, isn’t it? “Let me start by saying that we think the economy is in a really good place, and we think policy is in a really good place.” Grand, isn't it? “The economy is strong overall...

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.

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.

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|Apr 30, 2025

Home is Where the Domicile Is

Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one's permanent home.

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|Feb 21, 2025

California Wildfire Disaster Relief

As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.

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Jan 13, 2025

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Articles, Webinars & Media Appearances

Recipe for a Roll-up

Recipe for a Roll-up

Sep 18, 2024 | ,

Entrepreneurs in the middle market are often approached by private equity firms or strategic buyers with attractive offers to acquire their businesses. Many of these buyers are conducting the transaction as part of a roll-up strategy. In recent years, the middle market has been rife with roll-up activity, and this trend is likely to continue. In an economic environment where rates are most likely to decrease, we expect more activity and greater opportunities for founders to exit their businesses.

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