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.
Can’t Stop
The path of the market in 2026 has felt a lot like the opening seconds of Red Hot Chili Peppers’ 2003 music video for “Can’t Stop”.
We Still Haven’t Found What We’re Looking For
Having come into 2026 expecting a strong and broad cyclical upturn, investors still haven’t found the economy they’ve been looking for.
Myth
We all are prone to occasionally “building ourselves a myth” out of a hope that things can be different or out of an avoidance of reality, and the market is no different.
What, Me Worry?
Markets just hit all-time highs while a war raged in the Middle East. What happened, what’s next, and why investors shouldn’t panic (yet).
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 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.
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.
Bloomberg Appearance: Defensive Rally Raises Concerns for U.S. Stocks, notes Cameron Dawson
Cameron Dawson, Chief Investment Officer, discusses the market reaction to the prospect of a prolonged war in the Middle East.
Fox Business Appearance: Jay Peters Discusses Overlooked Opportunities
NewEdge Wealth Managing Director Jay Peters discusses earnings momentum, market fundamentals and an ‘under-the-radar’ opportunity investors may be overlooking on ‘Making Money.
2026 Wealth Strategy Guide
This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.
Bloomberg Appearance: Cameron Dawson on Jobs Data and Fed Cuts
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks sector rotation and positioning risks.
Bloomberg Appearance: Cameron Dawson on Tech Stocks Rallying Ahead of the FOMC Decision
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
Bloomberg Appearance: Cameron Dawson joins Single Best Idea with Tom Keene
Cameron Dawson, CIO joins Bloomberg Surveillance to explain why stocks aren’t rallying on earnings beats.
Fox Business Appearance: Cameron Dawson on High Hopes for the 2026 Market
NewEdge Wealth CIO Cameron Dawson discusses this year’s stock market outlook and more on ‘Barron’s Roundtable.’