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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.

Housing Alone

by | August 28, 2025 | The Weekly Edge | 0 Comments

Mortgage rates are easing, but housing remains frozen. Discover what’s keeping sales and construction from recovery in 2025.

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Fear Inoculum

by | Mar 14, 2025 |

Individual fear is an inevitable emotion when markets are lurching lower and headlines are filled with talk of recession, but as the above analysis shows, when aggregate fear spikes and becomes the consensus emotion, it usually behooves investors to find that “long overdue immunity” to their own individual fears and embrace contrarian optimism.

A Hitchhiker’s Guide to Tariffs

by | Mar 7, 2025 |

Investors have now lived through several weeks of heightened market volatility, driven primarily by a combination of disappointing economic data and erratic policymaking. As we’ll point out in this piece, the amount of market churn – especially intraday – has been unusually high while the peak-to-trough declines in most major indexes have not…at least, not yet.

Bruised

by | Feb 28, 2025 |

In many ways, investors are facing a similar harsh reality of change today, as they confront how different the world, markets, and policy priorities are in 2025 than they were in, say, 2017.

Light My Fire: Non-US Stocks Heating Up

by | Feb 21, 2025 |

Thursday and Friday saw the beginnings of an unwind of the ultra-dominant U.S. large cap momentum trade (think of the momentum factor as the Newton’s First Law factor, “an object in motion stays in motion”, with momentum capturing the dynamic that if a stock has been performing well it will continue to perform well).

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.

The Keys to the Castle – Buying a Home

Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.

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May 27, 2025

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

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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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