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Articles, Webinars & Media Appearances
ONWARD: Episode 13
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.
Emotional Haircut
With Thanksgiving next week, it is incredible that the 2025 holiday season is already upon us (time flies when you live in interesting times).
Bloomberg Appearance: Cameron Dawson on AI Jitters, Market Recalibration & Buying Opportunities
Cameron Dawson breaks down why recent AI-driven volatility is a short-term recalibration, not a growth scare, and why dips could offer smart buying opportunities for 2026.
Don’t Escape from New York
New York City’s Mayor-elect, Zohran Mamdani, has generated lively debate among investors regarding their municipal bond holdings and the financial future of New York City.
2025 Gift Tax Exclusions
As the year comes to a close, it’s a great time to review one of the simplest and most effective estate planning tools...
Tremors
As we enter the final few weeks of 2025, investors have ridden a wave of optimism propelled by economic resilience and rising corporate profits. As we wrote last week, however, this bull market is beginning to look brittle. Assets tied to unprofitable entities, many of which have rallied powerfully in recent months, are off their highs and overall market volatility is up.
