Latest Investments & Planning Insights
Weekly Edge
At the end of the trading week, the team at NewEdge Wealth publishes its commentary on the week that was, as well as some insights into what it means for clients looking ahead.
How Investors Learned to Stop Worrying and (Mostly) Shrug Off Geopolitical Risk
U.S. stocks are holding up as conflict escalates in Iran, but rising oil prices and weakening consumers could change that fast. Here’s what investors need to watch.
The Future Freaks Me Out or Everything is Alright?
Occasionally, instead of being optimistic about the future, equity markets become thoroughly “freaked out” by the future (singing along to “The Future Freaks Me Out” with those slightly neurotic synth-punk-emo purveyors, Motion City Soundtrack).
MacArthur Park Suite
This week’s Edge (which you can probably read while listening to the entire 18 minutes of the “MacArthur Park Suite”) will look at the recent run in Value outperformance and examine the drivers that could make this run in Value sustainable (like in the early 2000s) or just another flash in the pan.
Fake Plastic Trees
This “Lonely Hearts Club” for non-tech sectors has disbanded to start 2026, with huge outperformance by non-tech sectors and huge underperformance by tech areas (the broad tech sector, Mag 7, and, most painfully, software).
Wealth Strategy
A successful wealth strategy process benefits from a team of advisors, collectively focused on the goals specific to your family. Below are some of the insights and strategies the team at NewEdge has published on what it means to have a wealth strategy, rather than a simple financial plan.
Articles, Webinars & Media Appearances
Yahoo Finance Appearance: Cameron Dawson on Factors Driving Market Optimism
Cameron Dawson, Chief Investment Officer, discusses President Trump’s headline risks to equities and how to navigate the volatility.
Bloomberg Appearance: Cameron Dawson on Market Positioning, Dollar Outlook & Oil Prices Under Trump in 2026
Cameron Dawson breaks down positioning, dollar risks, oil prices, earnings, and 2026 market volatility.
Bloomberg Appearance: U.S. Stocks Hold at Record Highs as Bond Yields Fall
Cameron Dawson, Chief Investment Officer, discusses why policy optimism and cyclical trades may mask a deeper economic slowdown.
Values Go Viral: The Gen Z Model for Impact-Driven Business
The demographic cohort born between 1997-2012, succeeding Millennials and preceding Generation Alpha, is commonly referred to as Generation Z. Gen Z, the first generation never to know the world without the internet, values diversity and finding their own unique identities, says Stanford scholar Roberta Katz.
CNBC Appearance: “We think it’s a constructive year,” says Cameron Dawson, CIO
Cameron Dawson highlights that 2026 looks constructive but choppy, with limited multiple expansion and markets driven primarily by earnings growth.
CNBC Appearance: 2026 Will Be the Year of Diversification, says Jay Peters
Jay Peters, Managing Director of New Edge Wealth, joins ‘Power Lunch’ to talk the three stocks he is watching for 2026.
Bloomberg Appearance: Santa Claus Rally’ Started Early, Says Cameron Dawson
Cameron Dawson, Chief Investment Officer, says the “Santa Claus Rally” seemed to start earlier this year, but they don’t read much into it because it’s just end-of-the-year position chasing.
CNBC Appearance: Cameron Dawson Discusses Market Action on CNBC
Cameron Dawson joined ‘Closing Bell’ to talk about the road ahead for the bull market.
Fox Business Appearance: Cameron Dawson, CIO joins Fox’s ‘Making Money’
NewEdge Wealth CIO Cameron Dawson shares her 2026 market outlook on Fox’s ‘Making Money.’