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.
Is Monetary Policy About the Journey or the Destination?
The Fed’s “journey vs. destination” debate is reshaping markets. Discover what investors should watch in the this week’s Weekly Edge.
Looking for Clarity After the Summer of Mud
The question as we move into autumn is whether enough mud has been cleared away to provide clarity on the way forward for corporate earnings and economic growth and, ultimately, more good returns for investors.
Wherever You Will Go
Earnings are driving markets higher. With S&P 500 estimates at record levels, can growth hold as jobs slow and margins face pressure?
Up in the Air
From just after the global financial crisis through the high inflation of the early 2020s, the U.S. labor market has been on a generally positive trajectory.
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
CNBC Appearance: “Volatility is here to stay,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s Closing Bell to discuss tariff policy impact on the market and the revolving animal spirits.
Bloomberg Appearance: “You could see a little bit of a relief rally,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss whether the market volatility will continue or not.
CNBC Appearance: “The Fed is not seeing this as a reason for them to step in and ease policy,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s Closing Bell to discuss how to position amid the market selloff.
The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing
On March 27 at 3:00 p.m., we hosted an exclusive webinar with Jay Peters, CFA®, Managing Director, Investment Solutions, Equities at NewEdge Wealth, and our newest Investment Advisory Board Member Adam Parker, CEO & Founder of Trivariate.
April Market Volatility Update
We came into 2025 expecting a pickup in market volatility. It has not taken long for those expectations to be met, and then some. As we feared it would, the combination of optimistic businesses and consumers with equity and credit markets priced for perfection proved to be combustible when policy uncertainty was added to the mix.
Leveraging Uncertainty to Provide Stability
With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.
Catalysts Appearance: “People are shedding what they feel like are the most expensive parts of the portfolio,” says NewEdge Wealth’s Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, joins Catalysts to discuss the value of long-term AI investments.
Bloomberg Appearance: The American Exceptionalism Debate with Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, speaks with Bloomberg’s Tom Keene and Paul Sweeney to discuss if U.S. exceptionalism is alive and well.
Bloomberg Appearance: “When it comes to volatility, get used to it this year,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss the current market volatility.