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 Future Freaks Me Out or Everything is Alright?
Occasionally, instead of being optimistic about the future, equity markets become thoroughly “freaked out” by the future (singing along to “The Future Freaks Me Out” with those slightly neurotic synth-punk-emo purveyors, Motion City Soundtrack).
MacArthur Park Suite
This week’s Edge (which you can probably read while listening to the entire 18 minutes of the “MacArthur Park Suite”) will look at the recent run in Value outperformance and examine the drivers that could make this run in Value sustainable (like in the early 2000s) or just another flash in the pan.
Fake Plastic Trees
This “Lonely Hearts Club” for non-tech sectors has disbanded to start 2026, with huge outperformance by non-tech sectors and huge underperformance by tech areas (the broad tech sector, Mag 7, and, most painfully, software).
Kevin Warsh, Kevin Warsh, Kevin Warsh
The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then.
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
Master Your Business Exit: A Roadmap to Valuation and a Financially Secure Future
But now, as you begin to think about selling your business or transitioning into retirement, it’s time to pivot your focus. The question isn’t whether you’ll exit your business, but how you’ll do so in a way that aligns with your financial goals, maximizes your wealth, and protects your legacy.
Cameron Dawson: “This market has an incredible ability to shake off bad news”
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, says markets keep rising despite risks, driven by strong earnings and momentum, but warns stretched valuations could trigger volatility.
Building Your Own Path: Next Generation Wealth Planning
Discover how the next generation can build independent wealth, align financial goals with values, and create a lasting family legacy.
CNBC Appearance: Friday sell-off a wakeup call to leverage in equity markets, says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Closing Bell’ to discuss how to think about recent equity markets, if the character of this market has changed and much more.
The Investor’s Edge: Key Trends Driving Today’s Markets
The last few weeks of AI-infrastructure deal announcements have raised many an eyebrow about the circular nature of these deals (ex. Nvidia investing in $100B in OpenAI so that OpenAI can buy NVDA chips, alongside a $300B OpeanAI deal with Oracle that will purchase even more NVDA chips), and stirred up memories of the ill-fated vendor financing boom of the 1990’s tech bubble.
Bloomberg Appearance: Cameron Dawson on AI CapEx and the U.S. Economy’s Growth Reliance
Cameron Dawson joins Bloomberg Surveillance to explain how AI-driven CapEx is fueling U.S. economic growth, and potential risks ahead.
CNBC Appearance: The equity market is not signaling concern about meaningful growth, notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s ‘Closing Bell’ to discuss market outlooks.
Bloomberg Appearance: Cameron Dawson, CFA® on Stagflation, Margins, and Market Resilience
Cameron Dawson, CFA®, Chief Investment Officer, discusses how stagflation, Fed policy, and weakening labor trends may impact earnings and equity markets.
Bloomberg Appearance: Investor Caution Persists Amid High Valuations, highlights Brian Nick of NewEdge Wealth
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.