“I Still Haven’t Found What I’m Looking For”

“I Still Haven’t Found What I’m Looking For”

Weekly Summary: November 14 – November 18 Key Observations: We envision a more challenging trading environment for financial assets as we approach the Federal Reserve’s (Fed) terminal rate for federal funds along with the release of Q4 earnings results. The principal...
ONWARD: Episode 3

ONWARD: Episode 3

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. Robin Petty, Managing Director and Head of Wealth Strategy at...
“Born to Be Wild”

“Born to Be Wild”

Weekly Summary: November 7 – November 11   Key Observations: We have stressed “rapidity of change” as a hallmark of this period since the beginning of the pandemic and Russia’s invasion of Ukraine. The recent volatility in both financial markets and economic data seem...
“Wake Me Up”

“Wake Me Up”

Weekly Summary: October 31 – November 4 Key Observations: Federal Reserve’s (Fed) chair Jay Powell made the terminal rate of the federal funds rate the key focus of Fed monetary policy. Pace of hikes are still important, but less so. After this week’s hike of 75 basis...