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.
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).
Kevin Warsh, Kevin Warsh, Kevin Warsh
The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then.
I’m Not Ok (I Promise)
U.S. consumers are so emo right now that they are reporting their worst, most sour, most negative sentiment since the depths of COVID and the Great Financial Crisis.
The Usual Suspects
Why are long-term interest rates rising? From Fed leadership uncertainty and resilient growth to Japan’s bond shock and geopolitics, we break down the “usual suspects” driving today’s rate volatility.
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
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.’
Bloomberg Appearance: Cameron Dawson on AI Jitters, Market Recalibration & Buying Opportunities
Cameron Dawson breaks down why recent AI-driven volatility is a short-term recalibration, not a growth scare, and why dips could offer smart buying opportunities for 2026.
Fox Business Appearance: Cameron Dawson on Navigating Market Uncertainty
CIO Cameron Dawson explores the impact of data blackouts on the economy and the future of AI integration in market strategies.
CNBC Appearance: Markets suggest a continued drift and chase higher, says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, joins ‘Closing Bell’ to discuss the latest news affecting markets.
CNBC Appearance: “Tariffs still haven’t hit earnings in aggregate,” says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joins CNBC’s ‘Closing Bell’ to discuss the market’s current focus on earnings and the general market setup.
CNBC Appearance: “Need to See Continued Ad Engagement from Meta,” says Rob Sechan
Rob Sechan, CEO & Co-Founder, joins CNBC’s ‘Closing Bell’ to break down which Big Tech companies have the most to lose after reporting earnings results.