NewEdge Wealth

Last week, members of our team joined the V Foundation NextGen Committee for an inspiring evening supporting bold, cutting-edge cancer research. The V Foundation has been a driving force behind breakthroughs that have improved outcomes and extended lives for countless people. We are grateful to witness and support their incredible impact! #NewEdgeWealth

Those of us raised on sci-fi movies know the difference between “hard” and “soft” parts of the genre. Soft sci-fi, like Jurassic Park or Star Wars, prioritizes emotion over plausibility, making them crowd-pleasers. Hard sci-fi, like Gravity or The Martian, grounds itself in reality and often earns critical acclaim. The same dichotomy exists in economic data. Soft data, from surveys, offers projections and trends, while hard data reflects real-time activity. As we look toward 2025, soft data may improve post-election, but investors should approach it with caution—it doesn’t always align with real-world outcomes. Dive into this week’s #WeeklyEdge to see how hard and soft data are shaping our economic outlook: https://lnkd.in/eqURZWnM #NewEdgeWealth

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

Check out our Coral Gables team’s new office! We celebrated with good food, enjoyed conversations with great company, and showcased our brand-new space. We are so excited about what the future holds! Come visit us at 2525 Ponce de Leon Boulevard, Suite 1080, Coral Gables, FL 33134. #NewEdgeWealth

Whether the gifts are large or small, simple or complex - join us today as we cover a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals. Anneke H. Niemira, JD, LLM, Managing Director, Senior Wealth Strategist, will share insights on gifts of cash, stocks, retirement accounts, DAFs, private foundations, and charitable trusts. Learn the pros and cons, from income tax deductions to strategies for diversifying concentrated investments. Don't miss it! Register now: https://lnkd.in/eDZjr894 #NewEdgeWealth #WealthStrategy #Philanthropy

What happens if an original will or estate document is accidentally destroyed or lost? Our latest whitepaper dives into the complexities surrounding lost estate documents, how evolving electronic will laws can help, and proactive steps to protect your estate plans. Whether you're an advisor or planning your own estate, this guide provides crucial insights for preserving your legacy in an increasingly digital world. Download the whitepaper here: https://lnkd.in/eqYrzugT #NewEdgeWealth #EstatePlanning #Legacy

Sporting Vans sneakers, hair gel, cargo shorts, and a whole lot of teenage angst (all things that could be procured at suburban mall Hot Topic), New Found Glory stormed the rock airwaves with “My Friends Over You” and its iconic riff in 2002. Over the last 17 years, U.S. investors have been well served by singing along, choosing my friends (domestic stocks) over you (international stocks). Read this week's #WeeklyEdge here: https://lnkd.in/eWn2_nzZ #NewEdgeWealth

Whether the gifts are large or small, simple or complex - join us for an upcoming webinar covering a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals. Anneke H. Niemira, JD, LLM, Managing Director, Senior Wealth Strategist, will share insights on gifts of cash, stocks, retirement accounts, DAFs, private foundations, and charitable trusts. Learn the pros and cons, from income tax deductions to strategies for diversifying concentrated investments. Don't miss it! Register to attend: https://lnkd.in/eE68c_AJ #NewEdgeWealth #WealthStrategy #Philanthropy

Cameron Dawson, CFA, Chief Investment Officer, recently joined CNBC’s “Closing Bell” to discuss market outlooks. Watch the recap here: https://lnkd.in/eFHTBHFU #NewEdgeWealth #CNBC

What happens if an original will or estate document is accidentally destroyed or lost? Our latest whitepaper dives into the complexities surrounding lost estate documents, how evolving electronic will laws can help, and proactive steps to protect your estate plans. Whether you're an advisor or planning your own estate, this guide provides crucial insights for preserving your legacy in an increasingly digital world. Download the whitepaper here: https://lnkd.in/edtRZEw9 #NewEdgeWealth #EstatePlanning #Legacy