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.
The Fed Waves Through a Window at Markets
Before this week, the Federal Reserve had not released updated economic and interest rate forecasts since March 19th. That sure feels like a long time ago. While members of the central bank’s monetary policy committee (FOMC) speak publicly all the time, we finally received an update on Wednesday to their collective thinking about how the U.S. economy is performing and what measures might be needed to help keep it in balance.
7empest
A sudden spike in geopolitical tensions shakes markets out of their calm streak. In this week’s Weekly Edge, Cameron Dawson analyzes the ripple effects across oil, equities, currencies, bonds, and what investors should be watching for next.
Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance
Despite macro headwinds and cloudy corporate guidance, Q1 earnings delivered a fundamental spark, helping equity markets recover from April lows. We break down the numbers, explore what’s driving investor optimism, and examine why AI may be the next tailwind.
Consumers Have Us. Who’s Got Them?
The latest twists in 2025’s economic policy soap opera came from a federal court this week striking down the bulk of U.S. tariffs…only for a higher court to put that ruling on hold less than 24 hours later. While we wait for the appeals process to play out and anticipate alternative tariff measures from the Trump administration, we will focus this week on the U.S.’s enduring source of economic strength, its consumers.
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
April Market Volatility Update
We came into 2025 expecting a pickup in market volatility. It has not taken long for those expectations to be met, and then some. As we feared it would, the combination of optimistic businesses and consumers with equity and credit markets priced for perfection proved to be combustible when policy uncertainty was added to the mix.
Leveraging Uncertainty to Provide Stability
With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.
Catalysts Appearance: “People are shedding what they feel like are the most expensive parts of the portfolio,” says NewEdge Wealth’s Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, joins Catalysts to discuss the value of long-term AI investments.
Bloomberg Appearance: The American Exceptionalism Debate with Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, speaks with Bloomberg’s Tom Keene and Paul Sweeney to discuss if U.S. exceptionalism is alive and well.
Bloomberg Appearance: “When it comes to volatility, get used to it this year,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss the current market volatility.
Market Volatility Update
Listen in as the investment team discusses the source of recent market volatility, the potential duration and depth of the correction, and how investors can take advantage.
Highlights from the 2025 Onward Conference
The third annual Onward Conference continued our mission to equip entrepreneurs with the knowledge and tools they need to successfully position themselves, their families, and their businesses for a future transaction, whenever the time is right.
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.
Insurance Before & After Disasters: A Strategic Approach
By thoughtfully mapping an all-encompassing approach, you can minimize your financial risk and ensure a smoother path to rebuilding your life and your financial health.