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Articles, Webinars & Media Appearances
When the Will is Gone
There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally destroyed or lost?
NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer
Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn.,...
CNBC Appearance: “It’s not surprising that market volatility caught up to us,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the markets, mega cap earnings and the month-end sell-off.
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.
