Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
NewEdge Wealth Welcomes High-Performing Advisor Team to Expand East Coast Presence
Burt Hilton, Tom Ames and Andrew Kaskel to Support Boston, New York and New Jersey Clients
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.
Bloomberg Appearance: Cameron Dawson on Tech Stocks Rallying Ahead of the FOMC Decision
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
Bloomberg Appearance: Cameron Dawson joins Single Best Idea with Tom Keene
Cameron Dawson, CIO joins Bloomberg Surveillance to explain why stocks aren’t rallying on earnings beats.
ONWARD: Episode 15
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
