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Whitepaper: Navigating Required Minimum Distributions
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Articles, Webinars & Media Appearances
NewEdge Capital Group Exceeds Record-Breaking $9.5 Billion 2024 Recruitment Target Ahead of Schedule
Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and...
2024 Year-End Planning Guide
This whitepaper outlines key considerations in wealth management, including investment strategies, income tax planning, estate planning, charitable giving, and retirement planning, tailored for UHNW clients.
Watch the Replay: 2025 Outlook Preview
In true NewEdge fashion, our 2025 Outlook Preview is presented as a “songbook”, inspired by songs from a broad swath of genres. In addition to the link to the charts below, we have also shared a video where Chief Investment Officer Cameron Dawson walks through the deck.
The Show Must Go On
Our last Weekly Edge addressed the potential that we could see improving economic data in the wake of the U.S. election, reflected by more optimistic consumer and business survey responses. Since then, we’ve seen that effect materialize in some places (consumer expectations) but not others (services business sentiment).
Nationwide Injunction on the Corporate Transparency Act: Key Takeaways
On December 3, 2024, a federal court in Texas imposed a national injunction against the Corporate Transparency Act (CTA), prohibiting the federal government from enforcing the CTA.
Choose Your Own Adventure: A Journey Through Charitable Giving Options
Whether the gifts are large or small, simple or complex – this webinar covers a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals.
