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.
Karma Police
Much like the exasperated runner at the end of Radiohead’s iconic “Karma Police” music video, this week President Trump effectively threw a lit match into a stream of gasoline that was connected to global markets.
Goodbye, Sunshine
The Street has started coming around to our view of more challenged equity market returns and lower GDP growth for the year, singing “Goodbye, Sunshine” to bright S&P 500 targets and cutting estimates for the full year. The median YE 2025 forecast for the S&P 500 has been trimmed from 6,600 in mid-February to 6,430 today (Bloomberg).
Call It
Spring has barely sprung, but our expectations for wide and choppy ranges in both interest rates and stock prices in 2025 have already been met…and then some. What markets do on a day-to-day basis – and what new policy announcements may drive them – has begun to feel like a coin toss.
Fear Inoculum
Individual fear is an inevitable emotion when markets are lurching lower and headlines are filled with talk of recession, but as the above analysis shows, when aggregate fear spikes and becomes the consensus emotion, it usually behooves investors to find that “long overdue immunity” to their own individual fears and embrace contrarian optimism.
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.
