Latest Investments & Planning Insights
Market Insights
Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.
Myth
We all are prone to occasionally “building ourselves a myth” out of a hope that things can be different or out of an avoidance of reality, and the market is no different.
What, Me Worry?
Markets just hit all-time highs while a war raged in the Middle East. What happened, what’s next, and why investors shouldn’t panic (yet).
Here It Goes Again
Never does Yogi Berra’s quip, “It’s tough to make predictions, especially about the future,” feel more relevant than when constructing an economic and market outlook when shrouded in the fog of war.
The Great Divide
The Great Divide is a great way to describe some of the sharp divergences and departures we have seen over the last three months.
Some of these great divides are encouragingly positive, while others are distinctly negative.
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.
Podcasts, Media Appearances & Webinars
Bloomberg Appearance: Santa Claus Rally’ Started Early, Says Cameron Dawson
Cameron Dawson, Chief Investment Officer, says the “Santa Claus Rally” seemed to start earlier this year, but they don’t read much into it because it’s just end-of-the-year position chasing.
CNBC Appearance: Cameron Dawson Discusses Market Action on CNBC
Cameron Dawson joined ‘Closing Bell’ to talk about the road ahead for the bull market.
Cameron Dawson joins The David Lin Report
Cameron Dawson joined the David Lin Report podcast to break down market rotation away from tech, why earnings matter more than positioning, and how Fed policy, rates, and liquidity are shaping the current market cycle.
Fox Business Appearance: Cameron Dawson, CIO joins Fox’s ‘Making Money’
NewEdge Wealth CIO Cameron Dawson shares her 2026 market outlook on Fox’s ‘Making Money.’
ONWARD: Episode 14
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
The Executive Edge: The World as a Classroom, Lessons from Dr. Scott Massey
Rich Ina talks with Dr. Massey about the values that ground his work, the mentors who shaped his path, and the habits that keep him sharp.
Cameron Dawson on Positioning and a Potential Santa Rally
Cameron Dawson, Chief Investment Officer, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally.
ONWARD: Episode 13
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
Bloomberg Appearance: Cameron Dawson on AI Jitters, Market Recalibration & Buying Opportunities
Cameron Dawson breaks down why recent AI-driven volatility is a short-term recalibration, not a growth scare, and why dips could offer smart buying opportunities for 2026.