NewEdge Wealth

Are you a business owner looking to secure your legacy? Join us for an insightful webinar hosted by Robin Petty, Managing Director, Head of Wealth Strategy at NewEdge Wealth, and Jennifer Jordan Mccall, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they share strategies to protect your wealth, minimize audits, and navigate complex estate planning laws. This session is essential for business owners who want to ensure that their estate planning is robust, compliant, and prepared for the future. Register to attend: https://lnkd.in/ein-EDqs #NewEdgeWealth

The Corporate Transparency Act (CTA), effective January 1, 2024, brings major changes that will impact business owners, ultra high net worth families, and estate plans. The CTA requires entities to disclose their beneficial ownership information to FinCEN, creating new transparency obligations and challenges for maintaining privacy. This is the time to consult your legal and tax advisors, reassess your estate and investment strategies, and ensure you're prepared for the CTA. Our latest whitepaper covers everything you need to know, from key deadlines to steps for maintaining compliance. Download the whitepaper now and get ahead of these regulatory changes: https://lnkd.in/efrsVpSw Written by Lauren Detering Friday, MT, CFP? #NewEdgeWealth

The first Friday of the month brings new data on the most important economic indicator: the state of the U.S. labor market. Inflation held this title for a while, but with price pressures rapidly receding, attention has shifted back to payroll gains and the unemployment rates. Like Corky St. Clair from "Waiting for Guffman," investors are anxiously awaiting confirmation. This week's strong jobs report delivered some of the news, but much like Corky's production, we’re still unsure of the final outcome and how it will shape the markets next month. Read this week's #WeeklyEdge here: https://lnkd.in/eEbgcKxT #NewEdgeWealth

Are you a rising sophomore or junior looking for a dynamic summer internship? At NewEdge Wealth, we’re offering opportunities in investments, wealth strategy, client service, and finance. You’ll tackle real business projects, engage with our team and clients, and sharpen your skills in research and business analysis. This is your chance to gain hands-on experience and immerse yourself in our company culture. Applications are now open—don’t miss this opportunity! Apply now: https://lnkd.in/eXvEK7_6. #NewEdgeWealth #Internship #Finance

At NewEdge Wealth, we believe that entrepreneurs need more than just a financial plan—they need a comprehensive wealth strategy to thrive in the long term. In the latest episode of Onward, Managing Director Karen Glassman sits down with Joshua Kanter, CEO of leafplanner, to dive deep into his experience running a family office and the importance of strategic wealth management. Gain key insights on how to approach wealth planning with an entrepreneurial mindset. Watch episode 7: https://lnkd.in/ev-sKbWE #NewEdgeWealth #Onward

The SECURE 2.0 Act provides vital financial relief for individuals affected by federally declared disasters. With IRS guidelines now in place, qualified individuals can withdraw up to $22,000 from their retirement accounts without incurring the 10% penalty, spread the tax burden over three years, and even recontribute the funds to reduce taxable income. Additionally, loan limits have been increased to $100,000 with extended repayment terms. Learn how these provisions can help ease the financial strain of disaster recovery. Download the whitepaper here: https://lnkd.in/e_yDdFTc Written by Robin Petty #NewEdgeWealth #DisasterRelief

Many middle-market business owners are being approached by private equity firms or strategic buyers with attractive acquisition offers. A significant number of these buyers are pursuing roll-up strategies, which have gained considerable traction in recent years. This trend shows no signs of slowing down. As we anticipate a decrease in interest rates, the market is ripe for even more roll-up activity, presenting excellent exit opportunities for founders looking to sell their businesses. In our latest whitepaper, we dive deep into the mechanics of roll-ups and the factors that drive them. Read more here: https://lnkd.in/eKvVegjE #NewEdgeWealth #Entrepreneurship

Join us today for an insightful webinar on the current landscape of municipal bonds and the opportunities that arise as interest rates decline. Learn from the experts at NewEdge Wealth and The DRL Group as they discuss what’s next for municipal bonds. Featuring: ? Jeffrey Kobernick, Co-Founder & Managing Partner ? Kevin McIntyre, Principal, Municipal Bond Portfolio Manager ? David Loesch, Co-Owner, Trader & Fixed-Income Money Manager, The DRL Group Don’t miss out! Register now: https://lnkd.in/g6wr_ZPN #NewEdgeWealth #Webinar #MunicipalBonds

As investment strategists, we worry primarily about the macroeconomic environment and its influence on the major drivers of asset prices, like interest rates and corporate earnings. Today, however, we will briefly veer into politics as the approaching U.S. election and balance of power in Washington, D.C., dominate the headlines…even on the financial news networks. In this piece, we’ll assess the state of the race, discuss the U.S. federal debt and deficit in the context of different political power-sharing arrangements, and evaluate the candidates’ economic platforms. The most significant policy development of the next president’s term, whoever it is, will likely be the evolution of the tax code, which will impact earners of all income levels as well as corporations. Read this week's #WeeklyEdge here: https://lnkd.in/epk2qhUW #NewEdgeWealth

Join us in welcoming Chris Brian to the team! As a Wealth Advisor, Chris focuses on working with ultra high net worth entrepreneurs and single-family offices on investment strategy, tax strategy, and generational wealth transfer. Welcome Chris! #NewEdgeWealth