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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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Heartbreaker

by | Feb 14, 2025 |

It’s never fun to write about disappointment on Valentine’s Day, but Pat Benatar would agree that this week’s inflation data was more “love taker” than “dream maker”.

Surprise Surprise

by | Feb 7, 2025 |

It would be wonderful to live in the cozy world of only-happy Surprise Surprise, but the reality in 2025 is likely to be far more balanced between potential positive and negative surprises coming out of DC.

With or Without You

by | Jan 31, 2025 |

While Tech stocks came close to making a 10% correction last week, many of the sectors that lagged last year (yes, even international stocks) were among the leaders. With growth, led by personal consumption and a strong labor market, still solid heading into 2025, investors may be remembering the lead single from U2’s 1987 classic, The Joshua Tree, as they ask whether they can live “With or Without” the AI trade.

The Reason

by | Jan 24, 2025 |

I've found a reason for meTo change who I used to beA reason to start over newAnd the reason is you “The Reason”, Hoobastank In the hubbub of the inauguration, the bulled-up CEOs at the World Economic Forum, a flurry of executive orders, AI competition, and earnings...

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

2024 Mid-Year Market Outlook

2024 Mid-Year Market Outlook

Jul 22, 2024 | , ,

As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.

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Avoiding the Negativity Vortex

Avoiding the Negativity Vortex

Apr 16, 2024 |

Negativity often masquerades as intellect. Seeing the glass half empty is perceived as analytical, cautious and sophisticated. It’s a sales technique that captivates because we want to believe there’s a perfect solution – even when we know there is no such thing.

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