Structural Advantage of Having “The Edge”
NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, in-house intellectual capital and customer service experience clients have come to expect.
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Premier Intellectual Capital
Within every Wall Street firm, certain parts of the organization shine above others. While some are known for macro insights, others specialize in fixed income, while others in emerging markets.
At NewEdge Wealth, we have assembled research from many of the large Wall Street firms and banks in order to help our clients achieve their goals. We have also assembled an Investment Advisory Board comprised of world-renowned investors and strategists to complement our own expertise in assessing the broad investment landscape and thinking about “what’s next.”
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Insights from NewEdge Wealth
U.S. Senate Approves Inflation Reduction Act
On August 7, 2022, the U.S. Senate passed the Inflation Reduction Act (IRA) of 2022 (H.R. 5376) with a 51 to 50 tally, with Vice President Kamala Harris casting the tiebreaking vote.
Financial Spring Cleaning – Opportunities in Chaos
No one likes seeing the value of their portfolio falling, however, as long-term investors, we should treat market corrections, bear markets and recessions as a normal set of outcomes when they occur.
Playbook for Market Volatility
Periods of market volatility always raise two questions: how much further down do we have to go and what actions should we take in response? Unfortunately, the former cannot be known with certainty and is outside of our control; however, the latter is within our control.
An Update on the Fixed Income Market
Municipal bonds, the mainstay fixed income security for retail and ultra high net worth investors, started 2022 as “expensive” when measured as a percentage of Treasuries. That changed in a seeming blink of an eye.