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Articles, Webinars & Media Appearances
2025 Summer Reading List, by our Wealth Strategy Team
Summer is the perfect time to grow your knowledge, along with your wealth. Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today.
NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market STAMFORD, Conn.,...
Understanding Medical Practice Transitions: A Comprehensive Guide to Maximizing Value and Ensuring a Successful Transition
Selling a medical practice is a monumental decision that requires careful planning beyond just achieving a favorable financial deal. Effective presale preparation — covering operational, financial, legal, and personal aspects — can make the difference between a smooth transition and an unsatisfactory outcome. Whether you’re planning a sale or just considering it, expert guidance is crucial to ensure a successful outcome.
Spotlight on Venture with Nava Ventures
We’re pleased to share a recent conversation between NewEdge Wealth’s Chloe Reed, Vice President, Investment Solutions, Alternatives, had with Freddie Martignetti, Founder of Nava Ventures, as part of our spotlight on venture.
ONWARD: Bonus Episode
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.
Mid-Year Outlook: The Summer of Mudd
Here we are already, a blink away from the beginning of July, and the year has positively flown by.
Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!
