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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.

Tremors

by | November 7, 2025 | The Weekly Edge | 0 Comments

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.

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Call It

by | Mar 21, 2025 |

Spring has barely sprung, but our expectations for wide and choppy ranges in both interest rates and stock prices in 2025 have already been met…and then some. What markets do on a day-to-day basis – and what new policy announcements may drive them – has begun to feel like a coin toss.

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.

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

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

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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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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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