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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.

The Fed Waves Through a Window at Markets

by | June 20, 2025 | The Weekly Edge | 0 Comments

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.

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Heartbreaker

by | Feb 14, 2025 |

It’s never fun to write about disappointment on Valentine’s Day, but Pat Benatar would agree that this week’s inflation data was more “love taker” than “dream maker”.

Surprise Surprise

by | Feb 7, 2025 |

It would be wonderful to live in the cozy world of only-happy Surprise Surprise, but the reality in 2025 is likely to be far more balanced between potential positive and negative surprises coming out of DC.

With or Without You

by | Jan 31, 2025 |

While Tech stocks came close to making a 10% correction last week, many of the sectors that lagged last year (yes, even international stocks) were among the leaders. With growth, led by personal consumption and a strong labor market, still solid heading into 2025, investors may be remembering the lead single from U2’s 1987 classic, The Joshua Tree, as they ask whether they can live “With or Without” the AI trade.

The Reason

by | Jan 24, 2025 |

I've found a reason for meTo change who I used to beA reason to start over newAnd the reason is you “The Reason”, Hoobastank In the hubbub of the inauguration, the bulled-up CEOs at the World Economic Forum, a flurry of executive orders, AI competition, and earnings...

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

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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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