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.
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.
Tremors
As we enter the final few weeks of 2025, investors have ridden a wave of optimism propelled by economic resilience and rising corporate profits. As we wrote last week, however, this bull market is beginning to look brittle. Assets tied to unprofitable entities, many of which have rallied powerfully in recent months, are off their highs and overall market volatility is up.
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
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.
CNBC Appearance: Cameron Dawson, CFA® Shares How Tariffs are Testing Market Complacency
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss how trade policy fears are weighing on markets amid new tariff announcements and more.
Spotlight on Venture with Nava Ventures
We’re pleased to share a recent conversation between NewEdge Wealth’s Chloe Reed, Vice President, Investment Solutions, Alternatives, had with Freddie Martignetti, Founder of Nava Ventures, as part of our spotlight on venture.
Bloomberg Appearance: “If you’re looking into the bond market right now, you have to do it with open eyes,” says Brian Nick of NewEdge Wealth.
Brian Nick, Managing Director, Head of Portfolio Strategy at NewEdge Wealth, warns that U.S. economic growth is weakening fast, making equity market gains harder to justify and bond markets more uncertain.
Mid-Year Outlook: The Summer of Mudd
Here we are already, a blink away from the beginning of July, and the year has positively flown by.
Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!
CNBC Appearance: “A lot of the risk in 2025 has been oriented around the U.S. itself,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, says markets welcome a pause on Iran. He warns of stagflation risks, weak growth, and growing margin pressure.
Schwab Network Appearance: “The pain trade still could be higher as people are drawn back in,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Morning Trade Live with her perspective on current geopolitical tensions impacting market activity.
Wealth Management EDGE Appearance: “When you get that volatility, it’s a great time to be rebalancing portfolios and looking for opportunities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer shares insight on navigating market volatility through the importance of client communications and building strategic approaches.