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.
Here It Goes Again
Just when you think (think) you’re in controlJust when you think (think) you’ve got a holdJust when you get on a rollHere it goes, here it goes, here it goes again “Here It Goes Again”, OK GO Never does Yogi Berra’s quip, “It’s tough to make predictions, especially...
The Great Divide
You inched yourself across the great divide While we drove aimlessly along the Twin State line -“The Great Divide”, Noah Kahan We are not sure what has been more greatly anticipated about April: the end to a very long first quarter of trading and news flow, or the...
Moneyball: Thoughts on Semis, Software, and Where There May Be Risks and Opportunities Under the Surface
“Billy this is a large-cap software company used by 90% of the Fortune 500, trading at 15x earnings, with mid-teens long-term growth expectations. Their defect is that now anybody with AI tools can replicate their platform in 5 minutes.” While our quote, referencing...
We Had It All
You were the best thing in my life I can recall you and me we had it all I know that we can never live those times again So I let my dreams take me back “We Had it All”, Waylon Jennings No genre of music captures longing for the past better than classic country. And...
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.
