Market Volatility Update

Market Volatility Update

Given the increase in market volatility over recent weeks, we thought it would be helpful to provide insight about the source of this market volatility, the potential duration and depth of the correction, and how investors can take advantage.There are a few key...
Watch the Replay: 2025 Economic Outlook

Watch the Replay: 2025 Economic Outlook

Hosted by Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team, our latest webinar is a comprehensive look at what to expect in 2025. Hear the team’s insights into the economy, key policy trends, and market...
Legacy Leaders: Estate Planning for Business Owners

Legacy Leaders: Estate Planning for Business Owners

Watch the latest webinar hosted by Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth, and Jennifer Jordan McCall, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discussed the Internal Revenue Code Section 2036(a) in the context of...
The 2024 Election: What Investors Need to Know

The 2024 Election: What Investors Need to Know

In this webinar, hosted by Cameron Dawson, Chief Investment Officer, and Brian Nick, Managing Director, Head of Portfolio Strategy, as well as Robin Petty, Managing Director, Head of Wealth Strategy at NewEdge Wealth, the team shares their perspectives about the...