NewEdge Wealth

Fed Chair Jerome Powell exudes confidence in the U.S. economy, calling it “remarkable” and “in a really good place.” Investors seem to agree, with fund managers going “all in” on growth staying strong in 2025. But as Roxie Hart from Chicago warns, “Nothing stays.” While there are reasons to stay optimistic, like a tight labor market and innovation, factors like higher interest rates and fiscal tightening could challenge the rosy consensus. For investors, a misstep in these assumptions could have major consequences. Read the full #WeeklyEdge here: https://lnkd.in/enGD-dWa #NewEdgeWealth

Struggling with your professional wardrobe? Look no further! “Neat & Tidy” by Ghislain Gouraige is the ultimate guide to help you conquer the world of business attire. This book is a lifeline for anyone navigating the tricky waters of professional dressing for an interview, the office, and beyond. In today’s world, knowing how to present yourself is more important than ever. Let “Neat & Tidy” be your trusted companion as you step confidently into the world of business attire! Download your digital copy here: https://lnkd.in/eFcT-Pgc #NewEdgeWealth #NeatAndTidy #DressForSuccess

Thank you to everyone who joined us at Art Basel for Daniel Mazzone’s 10th Anniversary Art Exhibition. From the exclusive NewEdge Wealth reception to the electrifying beats of DJ Eric Lewis, the evening was a remarkable celebration of art, creativity, and connection. Daniel's incredible journey and groundbreaking artistry are a powerful reminder of the impact of passion, persistence, and dedication. It was truly inspiring to experience his latest works and honor this milestone together during Art Basel. #NewEdgeWealth #ArtBasel

As we reflect on 2024 and move into 2025, ultra high net worth (UHNW) individuals face unique opportunities and challenges in managing their wealth. Strategic planning has never been more critical with the expiration of key tax provisions looming and market conditions evolving. Our newest whitepaper outlines key considerations in wealth management, including investment strategies, income tax planning, estate planning, charitable giving, and retirement planning, tailored for UHNW clients. Continue reading here: https://lnkd.in/eg_xBQd3 #NewEdgeWealth

In case you missed it, a replay of our Journey Through Charitable Giving Options is now available! Whether the gifts are large or small, simple or complex - this webinar covered a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals. Watch the replay here: https://lnkd.in/eBNs4ag9 #NewEdgeWealth

Value stocks, like Sally Bowles in Cabaret, have faced years of disappointment, lagging Growth by a staggering 60% since 2023. But with stretched valuations and momentum driving Growth, the stage could be set for a Value snapback early in 2025. Still, the sustainability of this rebound depends on improving Value earnings. Without it, the resurgence may be as fleeting as Sally’s “Perfectly Marvelous” happiness. Read the Weekly Edge here: https://lnkd.in/e_Kw5rUS #NewEdgeWealth

We are thrilled to share that two of our team members were recognized at the 2024 ThinkAdvisor Luminaries Awards for their outstanding contributions to the financial services industry: Ghislain Gouraige – Winner of the Individual Thought Leader of the Year Award Hunter Gehring – Honored as a Next-Gen Rising Star The Luminaries Awards celebrate excellence and innovation in wealth management, highlighting individuals and firms shaping the future of the industry. This recognition underscores our commitment to fostering leadership and forward-thinking at every level. Congratulations to Ghislain and Hunter on this incredible achievement! We are proud to see your hard work, passion, and dedication celebrated on such a prominent stage. #NewEdgeWealth #Luminaries - Luminaries Awards winners named on December 11, 2024, based on prior 12 to 18-month data. ThinkAdvisor does not receive compensation in exchange for these recognitions.

We’re excited to share that NewEdge Capital Group has exceeded its 2024 recruiting target for expected assets under management (AUM) in less than 12 months. At NewEdge Wealth, our commitment to serving ultra high net worth clients has been unwavering. This year, we opened new offices in Atlanta, Boca Raton, Lehigh Valley, and Portsmouth, further expanding our ability to serve clients with complex wealth management needs. As Rob Sechan, Co-Founder and CEO, put it: "Many advisors are now proactively approaching us, recognizing NewEdge Capital Group as the solution to their current platform limitations. Our continued expansion has been significant and sustainable for the past three years." Read the full press release here: https://lnkd.in/eSbmAzEz #NewEdgeWealth

Today, we celebrate four incredible years of serving our clients with the superior service they deserve. Our journey began with a bold decision: to create a new solution that enables us to help clients reach new levels of performance and service. We needed a new edge — one that allows us to deliver access to all the financial solutions our clients want and need. With a focus on wealth planning, goals-based investing, and concierge-level service, we’ve built our business around one core value: putting clients first. To those who have placed their trust in us, thank you. Your partnership inspires everything we do. #NewEdgeWealth - NewEdge Wealth, LLC does not endorse or recommend any specific stock picks mentioned in this video. The stocks discussed are for informational purposes only and should not be considered personalized investment advice. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, please consult with your financial advisor to ensure the strategies or investments align with your financial goals, risk tolerance, and unique circumstances.

Born between the mid-1960s and early 1980s, Generation X bridges the gap between Baby Boomers and Millennials with resilience and adaptability. Dubbed the “latch-key generation,” they grew up valuing hard work and self-reliance, shaped by unique social and economic shifts. Now comprising 31% of the U.S. labor force and owning 55% of startups, Gen Xers are silent influencers driving the economy. As they enter their 50s and 60s, many are rethinking their futures. For these entrepreneurs, a business sale is more than a transaction. With the right planning, this pivotal moment can secure their financial future and open doors to exciting possibilities. Learn more here: https://lnkd.in/e42Cwd82 #NewEdgeWealth