Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
Watch the Replay: 2025 Economic Outlook
Hear the team’s insights into the economy, key policy trends, and market dynamics as they explored upcoming challenges and opportunities.
2025 Outlook: Great Expectations
One of the many incisive lessons from Charles Dicken’s Great Expectations is how quickly a new environment can alter our perceptions and make us forget from where we came.
Just like young Pip who forgets his humble roots and comes to demand great things from his London high society life, only to be disappointed, today’s investors and forecasters have become accustomed to a high return, low volatility, upside-surprise-driven macro and market environment.
California Wildfire Disaster Relief
As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.
Labor Market Showing Its Flair
Fed rate cuts appear to be on hold. Global government bond markets are in retreat. And stocks have been jittery in the opening days of 2025. The trend for each of these hinges, to varying extents, on whether the U.S. job creating machine can continue humming in 2025. The December U.S. employment report gave us hope that it can.
Navigating the Divide: Active vs. Passive Strategies in Today’s Equity Markets
As equity market indices have delivered remarkably high and steady returns, investment strategies tied to those indexes can play a more important role in portfolios. So-called passive investing has become a $13 trillion powerhouse, transforming the financial landscape. But its rapid ascent has broader implications for market dynamics.
ONWARD: Episode 8
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. Our latest episode features Geoff Eliason, CEO & Principal at SDR Ventures, and Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as the two discuss what a roll-up is and some of the areas where they see them happening.
