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Whitepaper: Navigating Required Minimum Distributions
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Articles, Webinars & Media Appearances
Livin’ on the Edge: Implications of Election 2024
In this piece, we’ll assess the state of the race, discuss the U.S. federal debt and deficit in the context of different political power sharing arrangements, and evaluate the candidates’ economic platforms.
2024 Presidential Tax Policy Showdown
What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy...
Bound for the Floor: Recalibrating Fed Policy
Powell’s kick off to the recalibration cutting cycle and the questions that it raises highlight the incredibly Strange characteristics of this cycle overall. To begin a cutting cycle with a supersized, emergency-like cut when equity markets are at all-time highs, financial conditions are broadly easy, and total employment is at a record is a backdrop so unique that it is consistent with our Strange Landing expectations.
Recipe for a Roll-up
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.
NewEdge Capital Group Lands No. 5 Spot on Barron’s Top 100 RIA Firms List
For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year,...
Hey, Old Friends: Bonds are Working Again
Something is stirring. Shifting ground. It’s just begun. This month, investors seem to have finally cast aside their inflation worries as they focus more on risks to global growth. Commodities prices have plunged, bonds are rallying, and central banks are cutting interest rates.
