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.
Is Monetary Policy About the Journey or the Destination?
The Fed’s “journey vs. destination” debate is reshaping markets. Discover what investors should watch in the this week’s Weekly Edge.
Looking for Clarity After the Summer of Mud
The question as we move into autumn is whether enough mud has been cleared away to provide clarity on the way forward for corporate earnings and economic growth and, ultimately, more good returns for investors.
Wherever You Will Go
Earnings are driving markets higher. With S&P 500 estimates at record levels, can growth hold as jobs slow and margins face pressure?
Up in the Air
From just after the global financial crisis through the high inflation of the early 2020s, the U.S. labor market has been on a generally positive trajectory.
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
Bloomberg Appearance: Cameron Dawson, CFA® on Rising Bond Yields
Cameron Dawson, CFA®, Chief Investment Officer, dives into resilience in equities and the pain trade with Bloomberg Radio.
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “Earnings revisions are still moving higher, but healthy digestion would be good,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer joins Bloomberg Surveillance to discuss challenges facing equities amid high valuations, loose financial conditions, and elevated investor optimism, warning of limited capacity to absorb negative surprises.
Investopedia Appearance: “In the very short term, the market is certainly overbought,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Investopedia to discuss
what to expect from the Fed’s meeting on interest rates, the July jobs report, and the most important corporate earnings of the cycle.
Maximizing College Savings with 529 Plans
To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.
2025 Suggested Reading List, by our Wealth Strategy Team
Summer is the perfect time to grow your knowledge, along with your wealth. Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today.
Understanding Medical Practice Transitions: A Comprehensive Guide to Maximizing Value and Ensuring a Successful Transition
Selling a medical practice is a monumental decision that requires careful planning beyond just achieving a favorable financial deal. Effective presale preparation — covering operational, financial, legal, and personal aspects — can make the difference between a smooth transition and an unsatisfactory outcome. Whether you’re planning a sale or just considering it, expert guidance is crucial to ensure a successful outcome.
CNBC Appearance: Cameron Dawson, CFA® Shares How Tariffs are Testing Market Complacency
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss how trade policy fears are weighing on markets amid new tariff announcements and more.
Spotlight on Venture with Nava Ventures
We’re pleased to share a recent conversation between NewEdge Wealth’s Chloe Reed, Vice President, Investment Solutions, Alternatives, had with Freddie Martignetti, Founder of Nava Ventures, as part of our spotlight on venture.