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Articles, Webinars & Media Appearances
2022 Wealth Strategy Planning Guide
NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, and the in-house intellectual capital capability and customer services experience our clients have come to expect.
To assist clients with the many areas of financial consideration for 2022, we have summarized some key topics to review.
Creating an Intentional Legacy
What you leave behind will be your legacy. For most people, the idea of a legacy isn’t something that is planned out. It just happens. Others may take steps toward what they think will be their legacy; however, studies show that somewhere between 60-70% of wealth is completely depleted by the 2nd generation. What you do today can help shape what your legacy really ends up being.
NewEdge Wealth Appoints Karen Glassman as Managing Director
Highly experienced advisor joins NewEdge to support the firm’s investment management strategy for ultra high net worth...
Estate Planning Your Child Needs Once They Turn 18
You may still consider your 18-year-old a child, but to the world, they are an adult. As your child graduates from high school and heads out into the newfound ventures of adulthood, it’s important to consider the legal implications that arise when they legally become an adult.
2022 Market Outlook with Tom Lee
Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors and NewEdge Wealth’s CEO and Co-Founder, Rob Sechan discuss key economic and market themes which will likely impact investors in the coming year.
NewEdge Wealth Adds Renowned Veteran Florida Based Advisor Team
The 11-person team further solidifies the national expansion and rapid growth of the wealth management firm focused on...
