Hear the team’s insights into the economy, key policy trends, and market dynamics as they explored upcoming challenges and opportunities.
Webinars
Choose Your Own Adventure: A Journey Through Charitable Giving Options
Whether the gifts are large or small, simple or complex – this webinar covers a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals.
Legacy Leaders: Estate Planning for Business Owners
Watch the latest webinar hosted by Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth, and Jennifer Jordan McCall, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discussed the Internal Revenue Code Section 2036(a) in the context of business entity planning such as gifts of corporate, partnership and limited liability company interests to irrevocable trusts.
The 2024 Election: What Investors Need to Know
In this webinar, hosted by Cameron Dawson, Chief Investment Officer, and Brian Nick, Managing Director, Head of Portfolio Strategy, as well as Robin Petty, Managing Director, Head of Wealth Strategy at NewEdge Wealth, the team shares their perspectives about the historical relationship between election outcomes and financial markets. They covered the status of the race, the key issues at stake and the policy roadmap for 2025 and beyond, all with an eye toward the likely impact on the economy and markets.
Quarterly Macro & Market Update
As we entered the final quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, sat down with members of the NewEdge Wealth investment team to offer their forecast through the rest of the year and upcoming election. They also reviewed current macro and market trends.
Opportunities in Municipal Bonds
As interest rates decline, what does this mean for municipal bonds, and what opportunities might arise?
2024 Mid-Year Market Outlook
As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.
Second Quarter Outlook
As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter.
Top Themes of 2024
Joe Zidle, Chief Investment Strategist and Senior Managing Director of Blackstone, is welcomed back to review Blackstone’s Top Investment Themes of 2024.
2024 Outlook: Stranger in a Strange Landing
Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year.