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Articles, Webinars & Media Appearances
I Am a River: Running with the Liquidity Current
Don’t fight the Fed. Fighting the flow of Fed-related liquidity is like trying to swim against a powerful river current: you can swim as hard as you can, but you will make little forward progress if the flow of the current is working against your efforts.
NewEdge Wealth Names Josh Gully as Managing Director
NewEdge Wealth, is pleased to announce the appointment of Josh Gully as a Managing Director. In his new role, Mr. Gully is responsible for fostering client relationships and expanding the firm’s assets under management.
Prove It All Night: U.S. Equity 1Q23 Earnings Outlook
The return of Bruce Springsteen to New York City last weekend reminded us of his 1978 song “Prove it All Night”, which he has said conveys the message “success requires sacrifice”. This is a fitting analogy for the coming U.S. corporate earnings season, which kicks into gear next week with some of the largest index constituents and economic bellwethers reporting first quarter results on April 14th.
She Sells Sanctuary: Examining Tech Leadership
The Technology sector seems to have it all going on these days…
Whatever the market narrative, Tech appears to be the answer, offering sanctuary to investors in any scenario.
Ultra High Net Worth Advisor, Aaron Zises, Joins NewEdge Wealth as Principal
NewEdge Wealth is pleased to welcome Aaron Zises as Principal. As the newest member of the NewEdge Wealth team, Mr. Zises will continue to work with ultra high net worth individuals and families on identifying innovate ways to manage the complex demands of their wealth.
CNBC Appearance: “No downside earnings estimates would be very bullish for risk assets,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, CFA®, NewEdge Wealth Chief Investment Officer, joins CNBC’s “Squawk Box” to discuss how she is feeling about the stock market’s prospects, the right move for the Federal Reserve and if the markets will retest past lows.





