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.
Chicken Fried
Speculative, revenue-less stocks are surging in 2025. Learn about the “chicken fried” rally that shows why quality matters.
Livin’ on a Prayer
This week we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and analyzing what are, once again, lofty expectations for profit growth in the coming calendar year.
Golden Eye
Another week, and another new all-time high. No, not for the S&P 500 (this time), but for gold.
Such Great Heights
High valuations have been a source of persistent consternation to investors looking at S&P 500 price levels.
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
Uncorking Value: A Strategic Guide to Wine as Passion and Portfolio
Wine is both a passion and an investment opportunity. Tangible, enjoyable, and produced in limited supply. Learn how consumers, collectors, and investors approach it.
Bloomberg Appearance: “From a policy perspective, we don’t see a lot of things that are ultimately stimulative,” notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer notes that market sentiment remains cautiously bullish as institutional investors stay on the sidelines, retail investors buy the dip, and policy uncertainty ushers in what she calls the “Summer of Mudd.”
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.
Catalysts Appearance: “We’re in a tough spot if inflation rises and growth stays soft,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how investors can navigate a volatile inflation outlook and position their portfolios for a slowing growth environment.
Bloomberg Appearance: “Fundamentals are still deteriorating,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss how weakening fundamentals and supply chain strain could lead to economic pain within weeks.
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.
Quarterly Outlook: The Space Between
Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.
Markets Group Appearance: “Get comfortable being uncomfortable,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, discusses President Trump’s new tariff policy and its effect on market volatility and stagflation.
Bloomberg Appearance: “For right now, we’re still living in this highly uncertain world,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Radio to cover the equity dive this week and whether the choppiness is set to continue.