Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
NewEdge Capital Group Names James Jesse CEO Amid Rapid Growth Trajectory
James joins NewEdge at a pivotal moment as the firm marks five years of rapid growth. His expertise will help drive NewEdge’s next phase.
Right Back Where We Started From
Cameron Dawson breaks down why GDP and EPS forecasts for 2026 are “Right Back Where We Started From,” what’s driving revisions, and where markets may go from here.
The Executive Edge: The World as a Classroom, Lessons from Dr. Scott Massey
Rich Ina talks with Dr. Massey about the values that ground his work, the mentors who shaped his path, and the habits that keep him sharp.
Giving Thanks
We hope our NewEdge Wealth clients and readers are having a wonderful Thanksgiving week. Whether you’re reading this in advance of the big day or after, as your body digests the feast, we offer this edition of the Weekly Edge for your consumption. In it, you’ll find a collection of charts showing some of the macro trends for which we are most thankful this year.
ONWARD: Episode 13
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.
Emotional Haircut
With Thanksgiving next week, it is incredible that the 2025 holiday season is already upon us (time flies when you live in interesting times).
