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.
One Last Breath
The Fed, investors, and corporate America are holding their breath — waiting to see if AI can keep the economy from slipping.
The Ministry of Silly Stocks
Enter “silly stocks”. The past several weeks have featured meteoric rises in the stock prices of many companies with little to no hope of developing a sustained business model but are, for whatever reason, attractive to investors looking for a laugh or a thrill. To take one example, OpenDoor, a non-profitable online home purchase company, saw its stock increase by as much as 500% before it began to lose some air. More broadly, Goldman Sachs Research has identified a noticeable uptick in speculative investor behavior, eclipsed only by the bubbles that formed in the late 1990s and briefly in 2021.
The Curse of Curves
This simple display of the yields of the various maturities of Treasury bonds, ranging from shortest to longest, was once lauded as a reliable recession indicator but is now somewhat derided as a false prophet of doom.
Falling Slowly
Hiring is slowing. Home prices are dipping. Real consumer spending is negative. And yet, markets are at all-time highs. Why aren’t investors more concerned, and what could change that?
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
Watch the Replay: 2025 Economic Outlook
Hear the team’s insights into the economy, key policy trends, and market dynamics as they explored upcoming challenges and opportunities.
2025 Outlook: Great Expectations
One of the many incisive lessons from Charles Dicken’s Great Expectations is how quickly a new environment can alter our perceptions and make us forget from where we came.
Just like young Pip who forgets his humble roots and comes to demand great things from his London high society life, only to be disappointed, today’s investors and forecasters have become accustomed to a high return, low volatility, upside-surprise-driven macro and market environment.
California Wildfire Disaster Relief
As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.
Navigating the Divide: Active vs. Passive Strategies in Today’s Equity Markets
As equity market indices have delivered remarkably high and steady returns, investment strategies tied to those indexes can play a more important role in portfolios. So-called passive investing has become a $13 trillion powerhouse, transforming the financial landscape. But its rapid ascent has broader implications for market dynamics.
Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26
The U.S. Court of Appeals for the Fifth Circuit issued an opinion late on December 26, reinstating the nationwide injunction against the enforcement of the Corporate Transparency Act (CTA). This decision once again places the January deadline for covered businesses to register their Beneficial Ownership Information (BOI) on hold. The Court indicated that a final ruling on the matter is forthcoming, confirming that no filings are required until a decision is reached.
2024 Year-End Planning Guide
This whitepaper outlines key considerations in wealth management, including investment strategies, income tax planning, estate planning, charitable giving, and retirement planning, tailored for UHNW clients.
Watch the Replay: 2025 Outlook Preview
In true NewEdge fashion, our 2025 Outlook Preview is presented as a “songbook”, inspired by songs from a broad swath of genres. In addition to the link to the charts below, we have also shared a video where Chief Investment Officer Cameron Dawson walks through the deck.
Nationwide Injunction on the Corporate Transparency Act: Key Takeaways
On December 3, 2024, a federal court in Texas imposed a national injunction against the Corporate Transparency Act (CTA), prohibiting the federal government from enforcing the CTA.
Choose Your Own Adventure: A Journey Through Charitable Giving Options
Whether the gifts are large or small, simple or complex – this webinar covers a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals.