Latest Investments & Planning Insights
Market Insights
Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.
2026: A Rate Odyssey
Introduction: A Strange Trip for Rates So Far in 2026 "I am completely operational, and all my circuits are functioning perfectly." Year-ahead consensus predictions rarely get things perfectly right, but it’s fair to say that despite looking very promising for the...
What It Is to Burn (Cash)
Like a bad star, I’m falling faster down to her She’s the only one who knows what it is to burn “What It Is to Burn”, Finch In a podcast recording on Thursday, we shared that Google’s 2Q earnings reminded us of that great Deftones song “Change (In the...
Know Your Enemy
Introduction: Know Your Enemy “Think ya know what it’s all about? Huh! Hey yo, so check this out!” Last week’s whirlwind of Fed commentary and inflation data created a few market gyrations but ultimately left interest rates lower and the need for rate hikes less...
Mid-Year Outlook: The Metallica Market
You might be surprised to learn that the market and the investment approach it demands in 2026 have a lot in common with Metallica. Yes, Metallica, the thrash metal band that formed in the 1980s and became known for its bone-rattling loudness, shows with...
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.
Podcasts, Media Appearances & Webinars
Cameron Dawson Joins The Work Ethic Podcast
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.
Bloomberg Appearance: Brian Nick on Why Stocks Keep Climbing Despite Market Fears and Global Risks
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
ONWARD: Episode 16
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
Bloomberg Appearance: Cameron Dawson on Market Volatility, Oil Prices, and the Risk to U.S. Consumers
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
Bloomberg Appearance: Cameron Dawson On Oil Prices and Stocks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Cameron Dawson On Rising Oil Prices as Iran Signals No Letup in War
Cameron Dawson, Chief Investment Officer, breaks down the market reaction to the prospect of prolonged war in the Middle East.
CNBC Appearance: Cameron Dawson, CIO on AI Disrupting Jobs and Market Split
Cameron Dawson breaks down consumer behavior among market splits, policy uncertainty and AI driven job disruption.
Stock Recovery and Tariff Uncertainty – Cameron Dawson joins Bloomberg Podcasts
Cameron Dawson, Chief Investment Officer, joins Bloomberg Podcasts to discuss the S&P 500’s “duck market”.
Cameron Dawson Returns to PreMarket Prep
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.