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Articles, Webinars & Media Appearances
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Third Consecutive Year
We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s...
CNBC Appearance: “Seasonality is still here despite an okay September,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the Fed, potential for a soft landing and their market outlook.
Leveraging SECURE 2.0 for Disaster Relief: Essential IRS Guidelines
The SECURE 2.0 Act of 2022 (SECURE 2.0) enacted on December 29, 2022, specifically Section 331, amended the Internal Revenue Code and added special rules for use of retirement funds for individuals impacted by qualified federally declared disasters.
Navigating the Corporate Transparency Act
What It Means for You The Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA), effective on January...
2024 Presidential Tax Policy Showdown
What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy...
Recipe for a Roll-up
Entrepreneurs in the middle market are often approached by private equity firms or strategic buyers with attractive offers to acquire their businesses. Many of these buyers are conducting the transaction as part of a roll-up strategy. In recent years, the middle market has been rife with roll-up activity, and this trend is likely to continue. In an economic environment where rates are most likely to decrease, we expect more activity and greater opportunities for founders to exit their businesses.