Structural Advantage of Having “The Edge”
NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, in-house intellectual capital and customer service experience clients have come to expect.
Overview
Advanced Wealth Strategy
Expansive Investment Menu
Premier Intellectual Capital
Advantage Driven Technology
Concierge Personal Service
Premier Intellectual Capital
Within every Wall Street firm, certain parts of the organization shine above others. While some are known for macro insights, others specialize in fixed income, while others in emerging markets.
At NewEdge Wealth, we have assembled research from many of the large Wall Street firms and banks in order to help our clients achieve their goals. We have also assembled an Investment Advisory Board comprised of world-renowned investors and strategists to complement our own expertise in assessing the broad investment landscape and thinking about “what’s next.”
No Organization Has a Monopoly on Great Ideas
Investment Advisory Board
Robert Sechan
John Straus
Cameron Dawson, CFA®
Kyle Bass
Leon Cooperman
Steven Einhorn
Thomas Lee
Robert Matza
Robert Sechan
John Straus
Cameron Dawson, CFA®
Kyle Bass
Leon Cooperman
Steven Einhorn
Thomas Lee
Robert Matza
Latest Weekly Summary
Insights from NewEdge Wealth
California Wildfire Disaster Relief
As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.
Navigating the Divide: Active vs. Passive Strategies in Today’s Equity Markets
As equity market indices have delivered remarkably high and steady returns, investment strategies tied to those indexes can play a more important role in portfolios. So-called passive investing has become a $13 trillion powerhouse, transforming the financial landscape. But its rapid ascent has broader implications for market dynamics.
Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26
The U.S. Court of Appeals for the Fifth Circuit issued an opinion late on December 26, reinstating the nationwide injunction against the enforcement of the Corporate Transparency Act (CTA). This decision once again places the January deadline for covered businesses to register their Beneficial Ownership Information (BOI) on hold. The Court indicated that a final ruling on the matter is forthcoming, confirming that no filings are required until a decision is reached.
2024 Year-End Planning Guide
This whitepaper outlines key considerations in wealth management, including investment strategies, income tax planning, estate planning, charitable giving, and retirement planning, tailored for UHNW clients.