Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
CNBC Appearance: Cameron Dawson, CFA® discusses markets, the tech sector, and the Fed’s next move
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the tech sector, and the Fed’s next move.
Hunter Gehring Inducted into Marquis Who’s Who
NewEdge Wealth is pleased to announce that Hunter Gehring, Principal, has been inducted into Marquis Who’s Who.
Crossing the Frame
As U.S. large cap indices “crossed the frame” of prior highs to trade near or to new all-time-highs, it is helpful to take an assessment of the tailwinds and headwinds for equity returns from this point (instead of “casting quarters into wells that hold our dreams”).
Onward: Navigating Your Wealth After an Entrepreneurial Exit
Just like meticulously crafting a business plan to guide the company’s growth, it is essential to approach post-sale planning with the same level of intentionality and forethought. While the sale of a successful business represents a monumental personal and financial milestone for an entrepreneur, it also ushers in a new set of financial planning challenges to optimize and protect that newfound wealth.
Need You Now
Much like a weepy country song at a karaoke party, PMIs are souring the mood, calling into question the cyclical recovery in the U.S. and challenging the ever-higher growth narrative that is fueling markets. We think growth forecasts and markets should be singing “Need You Now”, pleading with PMIs to confirm the dominant resilient-growth narrative.
Pictures of You
We think that growth forecasts continue to be “so much more than everything” to risk asset performance, with stable and rising forecasts as the key underpinning of recent risk asset strength.
