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.
Right Back Where We Started From
Cameron Dawson breaks down why GDP and EPS forecasts for 2026 are “Right Back Where We Started From,” what’s driving revisions, and where markets may go from here.
Giving Thanks
We hope our NewEdge Wealth clients and readers are having a wonderful Thanksgiving week. Whether you’re reading this in advance of the big day or after, as your body digests the feast, we offer this edition of the Weekly Edge for your consumption. In it, you’ll find a collection of charts showing some of the macro trends for which we are most thankful this year.
Emotional Haircut
With Thanksgiving next week, it is incredible that the 2025 holiday season is already upon us (time flies when you live in interesting times).
Don’t Escape from New York
New York City’s Mayor-elect, Zohran Mamdani, has generated lively debate among investors regarding their municipal bond holdings and the financial future of New York City.
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
Bloomberg Appearance: Brian Nick of NewEdge Wealth on Growing Investor Caution
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how markets are treading carefully as investors await comments from Fed Chair Jerome Powell.
Fox Business Appearance: “The trend in the market is still resoundingly positive,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, analyzes why the market is continuing to climb on ‘Barron’s Roundtable.’
Bloomberg Appearance: Cameron Dawson, CFA® on Rising Bond Yields
Cameron Dawson, CFA®, Chief Investment Officer, dives into resilience in equities and the pain trade with Bloomberg Radio.
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “Earnings revisions are still moving higher, but healthy digestion would be good,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer joins Bloomberg Surveillance to discuss challenges facing equities amid high valuations, loose financial conditions, and elevated investor optimism, warning of limited capacity to absorb negative surprises.
Investopedia Appearance: “In the very short term, the market is certainly overbought,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Investopedia to discuss
what to expect from the Fed’s meeting on interest rates, the July jobs report, and the most important corporate earnings of the cycle.
Maximizing College Savings with 529 Plans
To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.
2025 Suggested Reading List, by our Wealth Strategy Team
Summer is the perfect time to grow your knowledge, along with your wealth. Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today.
Understanding Medical Practice Transitions: A Comprehensive Guide to Maximizing Value and Ensuring a Successful Transition
Selling a medical practice is a monumental decision that requires careful planning beyond just achieving a favorable financial deal. Effective presale preparation — covering operational, financial, legal, and personal aspects — can make the difference between a smooth transition and an unsatisfactory outcome. Whether you’re planning a sale or just considering it, expert guidance is crucial to ensure a successful outcome.