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.
Someday You Will Be Loved?: Value’s Continued Malaise
We continue our unofficial summer series looking at the “left behind” portions of the global equity market (we began with a look at small caps and then international stocks) with a look at Value and its dismal relative performance versus the S&P 500 and Growth stocks.
Waiting on the World to Change
John Mayer’s “Waiting on the World to Change” is an apt soundtrack for international investors who have experienced a decade and a half of underperformance versus the U.S. markets and are waiting for signs of a turn in performance.
Go Your Own Way
There may be only one duo that is more at odds than 1977 Stevie Nicks and Lindsay Buckingham, and that is the Payroll and Household Surveys for employment in the U.S.
Like the quarrelsome rock n’ roll couple, these two measures of U.S. labor data “went their own way” in the jobs reading for May.
When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities
This week we are providing our assessment of the U.S. small and mid-cap equity market, a universe of nearly 2,500 listed companies that are generally classified as having market capitalizations from $50M to $30B and have traditionally represented about 20% of the total U.S. equity market cap.
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
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