Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
Surprise Surprise
It would be wonderful to live in the cozy world of only-happy Surprise Surprise, but the reality in 2025 is likely to be far more balanced between potential positive and negative surprises coming out of DC.
NewEdge Wealth Co-Founder Jeff Kobernick Appointed to Vice Chairman Role
NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group.
ONWARD: Episode 9
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. In this episode, Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University.
With or Without You
While Tech stocks came close to making a 10% correction last week, many of the sectors that lagged last year (yes, even international stocks) were among the leaders. With growth, led by personal consumption and a strong labor market, still solid heading into 2025, investors may be remembering the lead single from U2’s 1987 classic, The Joshua Tree, as they ask whether they can live “With or Without” the AI trade.
NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors
NewEdge Wealth announced today that experienced wealth managers William deButts and Jimmy Patrick have joined as Managing Directors.
The Reason
Overall, we do not see economic growth giving the Fed The Reason to cut rates in the near term, with the U.S. economy exhibiting much more resilience to short term interest rates this cycle. But given the wild cards of President Trump’s second term and the funding challenges of the Treasury, we expect to see continued jawboning around a desired path forward for Fed policy, even if growth remains resilient.
