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Whitepaper: Navigating Required Minimum Distributions
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Articles, Webinars & Media Appearances
Fox Business Appearance: Jay Peters Discusses Overlooked Opportunities
NewEdge Wealth Managing Director Jay Peters discusses earnings momentum, market fundamentals and an ‘under-the-radar’ opportunity investors may be overlooking on ‘Making Money.
2026 Wealth Strategy Guide
This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.
Fake Plastic Trees
This “Lonely Hearts Club” for non-tech sectors has disbanded to start 2026, with huge outperformance by non-tech sectors and huge underperformance by tech areas (the broad tech sector, Mag 7, and, most painfully, software).
Bloomberg Appearance: Cameron Dawson on Jobs Data and Fed Cuts
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks sector rotation and positioning risks.
Kevin Warsh, Kevin Warsh, Kevin Warsh
The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then.
I’m Not Ok (I Promise)
U.S. consumers are so emo right now that they are reporting their worst, most sour, most negative sentiment since the depths of COVID and the Great Financial Crisis.
