As the baton is passed from Boomers to Gen X and Millennials, a notable “age wave” is set to facilitate the transfer of businesses through exits and other transitions. And once again, these unique generations will have needs that differ from others.
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Contributing With Our Hearts & Minds
Embarking on a charitable journey is a thoughtful and impactful experience. To help you navigate this process, we’ve crafted a checklist to help guide you through this process.
2023 Year-End Planning Checklist
As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning…
Well, That’s Pretty Crummey!
Your NewEdge Wealth team is here to support you in your role as Trustee. We can help educate beneficiaries about trusts, including the purpose and implications of Crummey Notices.
Quality-Focused Investing at NewEdge Wealth
Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.
A Letter from John Straus, Jr.
Contemplating incapacity and death is not pleasant and often results in procrastination of many planning related topics. However, unexpected events like these highlight the imperative nature of end-of-life planning.
Diverse Teams Create Diverse Results
From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.
“Hi Risk, I’m Human.”
Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.
2023 Wealth Strategy Guide
A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.