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Whitepaper: Navigating Required Minimum Distributions
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Articles, Webinars & Media Appearances
Find Your Quarterback
The complex needs of founder families do not simply fit into a traditional wealth approach and can feel like trying to fit a square peg into a round hole. Families of this nature require a higher level of advice without the added complexity. They need access to markets and solutions without platform constraints and limitations.
Machinehead: A Cyclical Recovery in the Age of AI
This week’s Weekly Edge looks at the week’s strong semiconductor earnings and details a nascent recovery in broader cyclical activity. This cyclical reacceleration is an important watch item, as it could change the Fed’s path for expected rate cuts, while also impacting equity and bond markets in various ways.
We note that in the past 35 years, the Fed has never begun cutting rates when Manufacturing PMIs were rebounding/reaccelerating. Though this continues to be a “Strange Landing” cycle, we are doubtful that the Fed will move to ease policy in a meaningful way if this cyclical recovery continues.
The Power of Connection: How Our Morning Call Shapes Company Culture
What truly distinguishes NewEdge Wealth may just be our morning call. This daily ritual has become the bedrock of our operations, nurturing a culture where unity and innovation thrive.
The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap
Like the myth of the “Ramblin’ Man”, whose rough-and-tumble, on-the-road lifestyle was described by the Allman Brothers Band in 1973, most S&P 500 companies and management teams continue to search for the good times while navigating a bumpy road and challenging environment for profit growth.
Top Themes of 2024
Joe Zidle, Chief Investment Strategist and Senior Managing Director of Blackstone, is welcomed back to review Blackstone’s Top Investment Themes of 2024.
We Didn’t Stop the Fire: The Fed’s Take on Inflation and Growth
This week, Minneapolis Fed President Neel Kashkari published an essay titled “Policy Has Tightened a Lot. How Tight Is It?”, but we think a great alternative title would be “We Didn’t Stop the Fire”, the inflation fire that is.
