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.
How it Ends: A Decade of Low Returns?
Last week, Goldman Sachs’ Portfolio Strategy Research team caused quite a stir when they evoked DeVotchka’s 2004 indie hit “How It Ends” (without lyrics the song is titled “The Winner Is” and provides the contemplative backdrop for the dysfunctional and endearing indie film Little Miss Sunshine. Take this as a sign to go ahead and eat the ice cream.)
Famous Last Words
If there is a GOAT (Greatest of All Time) title for “Famous Last Words” in financial market valuations, it has to go to Irving Fisher, who infamously quipped in 1929 that “stock prices have reached what looks like a permanently high plateau.” Of course, we know what happened after this not-so-reassuring statement: the Dow plunged 89% and took 25 years to make a new high.
Light My Fire: U.S. Equity Third Quarter Earnings Preview
The time to hesitate is through “Light My Fire” – The Doors As equity markets enter the final quarter of 2024, treading cautiously and digesting the best start to an election year on record, investors are hoping third-quarter earnings results will, as Jim Morrison...
Waiting for November: How Long Can the U.S. Labor Market Stay Resilient?
The first Friday of each month brings with it new information about the single most important piece of economic data anywhere in the world: the state of the U.S. labor market.
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.
