NewEdge Wealth

We’re excited to welcome Amanda to NewEdge Wealth as an Associate, Client Service! With over seven years of experience in client support, Amanda is dedicated to providing seamless onboarding, asset transfers, and top-tier service to our clients. Based in Boca Raton, FL, she enjoys staying active, discovering new restaurants, and spending time with her Miniature Bernese Mountain Dog, Slater. Join us in giving Amanda a warm welcome! ?? ?? #NewEdgeWealth

Cameron Dawson, CFA joined The Morning News with Barron's Advisor for a dynamic discussion on the latest economic shifts, tax proposals, and global market forces alongside industry experts. At NewEdge Wealth, we believe that staying ahead means understanding not just where markets are—but where they’re going. Cameron’s insights are designed to help investors better understand today’s complex landscape and make informed decisions. #NewEdgeWealth #MarketInsights #Investing?

Learn how quantitative and fundamental strategies might assist in navigating today’s market, according to our latest research and expert insights. Jay Peters, CFA, Managing Director, Investment Solutions, Equities at NewEdge Wealth, and Adam Parker, CEO & Founder of Trivariate Research, L.P., will share key insights on equity markets and where the biggest opportunities lie. Save your spot now: https://lnkd.in/etwF9BHT #NewEdgeWealth #Investing #MarketInsights #Webinar

Stock compensation plans offer significant opportunities for wealth accumulation. However, their complexity and the diversity of their structures can often lead to confusion. Our team has developed a comprehensive guide designed to educate our clients on the intricacies of structures, strategies, and considerations when participating in equity compensation programs. Read the whitepaper here: https://lnkd.in/edQ-sCXM #NewEdgeWealth

“It’s about being in an athletic stance.” Listen in as Rob Sechan gives his take on market uncertainty and its impact on the bottom line. #NewEdgeWealth

Individual fear is an inevitable emotion when markets are lurching lower and headlines are filled with talk of recession, but as the above analysis shows, when aggregate fear spikes and becomes the consensus emotion, it usually behooves investors to find that “long overdue immunity” to their own individual fears and embrace contrarian optimism. Regardless of this near-term volatility, we encourage investors to continue to find immunity to their personal fears and find insight and opportunity in aggregate fears. Read this week's #WeeklyEdge: https://lnkd.in/eQnXWaJh #NewEdgeWealth

Please join us in welcoming Brad to the team as our new Associate, Alternative Investments! ?? Brad plays a key role in conducting manager due diligence, with a focus on private equity and venture capital. He’s also responsible for overseeing feeder fund reporting, maintaining factsheets, and managing data for our Arch platform. Outside of work, he enjoys golfing, watching sports, and spending time with his mini Goldendoodle. ?? Welcome to the team, Brad. We’re excited to have you on board! #NewEdgeWealth

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

Tax deadlines are approaching, and the decision on how to settle your tax bill can significantly affect your financial well-being. Do you tap into cash reserves, sell assets, or consider borrowing? Dive into our whitepaper and discover how borrowing against your portfolio could be a strategic move that preserves your investment plan and avoids unnecessary taxes. Download the whitepaper here: https://lnkd.in/e_Fnh66e #NewEdgeWealth #TaxSeason

This International Women’s Day, hear from women at NewEdge on how the industry has evolved, and the work still ahead. ?? Watch now & join the conversation. What’s the biggest shift you’ve seen for women in finance? #NewEdgeWealth #InternationalWomensDay #WomenInFinance #Leadership