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We’re excited to welcome Patrick McGlothin as Managing Director. With over 20 years of experience in the financial services industry, Patrick brings deep expertise in serving UHNW families and institutions. Read the press release here: pulse.ly/euydjcmpp8 #NewEdgeWealth

Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team led our 2025 Mid-Year Market Outlook Webinar. Missed the webinar? Catch the replay here: pulse.ly/6ue1ttzxz6 #NewEdgeWealth

Behold the humble yield curve. This simple display of the yields of the various maturities of Treasury bonds was once lauded as a reliable recession indicator but is now somewhat derided as a false prophet of doom. Read the #WeeklyEdge: pulse.ly/q2opttzfjf #NewEdgeWealth

Brian Nick, Managing Director, Head of Portfolio Strategy, is watching a slow but steady rise in unemployment, with over 7 million people now classified as unemployed. Could this be an early sign of labor market weakness ahead? #NewEdgeWealth

NewEdge Wealth is thrilled to celebrate the 4-year anniversary of our Park City team. Their dedication, insight, and impact continue to shape our success. Glen Mintz, Managing Director, Portfolio Management, shared a few inspiring words to honor the occasion. #NewEdgeWealth

Cameron Dawson, Chief Investment Officer, notes that the S&P 500 is showing remarkable resilience as it continues to reach new highs despite headwinds. Could neutral investor positioning be the quiet force behind this persistent rally? #NewEdgeWealth

The market’s appetite for risk is alive and well, with unprofitable tech stocks surging in what Cameron Dawson, Chief Investment Officer calls the “Ministry of Silly Stocks.” Are investors chasing momentum or ignoring the fundamentals? #NewEdgeWealth

Despite a recent bounce, consumer sentiment remains near historic lows, with many expecting worsening personal finances and higher unemployment, says Brian Nick, Managing Director, Head of Portfolio Strategy. #NewEdgeWealth

Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today:pulse.ly/988rrt6nrw #NewEdgeWealth #WealthStrategy

Despite falling gas prices, consumer inflation expectations have jumped, largely due to concerns about tariffs. Brian Nick, Managing Director, Head of Portfolio Strategy, explains how softening rents could help keep overall inflation in check. #NewEdgeWealth

Catch Rob Sechan on CNBC's Halftime Report today at noon ET!

Brian Nick, Managing Director, Head of Portfolio Strategy, notes that the housing market needs relief from high interest rates. Falling home prices could impact consumer confidence and the overall economy. #NewEdgeWealth

Kevin McIntyre, Principal, Investment Solutions, Fixed Income, highlights that municipal bonds offer strong value with taxable equivalent yields well above corporates and Treasuries. #NewEdgeWealth

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. Read the #WeeklyEdge: pulse.ly/4qhwp90svi #NewEdgeWealth

Market expectations for rate cuts remain steady, but the timing has shifted as immediate cuts seem unlikely. Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite speculation around Powell, markets have shown little reaction. #NewEdgeWealth

Cameron Dawson, Chief Investment Officer, highlights that investor positioning has turned modestly overweight, reducing its role as a tailwind, while rising price targets signal growing optimism. #NewEdgeWealth

Cameron Dawson, Chief Investment Officer, points out that while speculative fervor tends to support strong short-term returns, longer-term performance often weakens. It's a signal to stay grounded in quality, as markets like this can borrow from future gains. #NewEdgeWealth

Earnings estimates for 2025 and 2026 have been declining for months but are now starting to level off and tick higher, notes Jay Peters, Managing Director, Investment Solutions, Equities. #NewEdgeWealth

Today, we're saying goodbye to our interns in the Stamford office, but we want to extend a huge thank you to all of our NewEdge Wealth interns across the country. Here’s to continued growth, lifelong learning, and all that's next! #NewEdgeWealth #SummerInterns

AI capex is keeping GDP afloat, but the economy looks narrow, fragile, and leaning on one big storyline. Is this One Last Breath…or just a pause before the next leg higher? Read this week's #WeeklyEdge to find out: pulse.ly/ddz4ze6iiy #NewEdgeWealth