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NewEdge Wealth Profile
NewEdge Wealth

@NewEdgeWealth

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Wealth management that comes with a wealth of knowledge. https://t.co/rW2fWzI7Ap

Joined October 2020
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@NewEdgeWealth
NewEdge Wealth
5 years
We're changing the game from the dated, century old wealth management approach to bring a fresh perspective to industry — a new edge.
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@NewEdgeWealth
NewEdge Wealth
21 hours
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
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@NewEdgeWealth
NewEdge Wealth
2 days
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: #NewEdgeWealth.
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www.newedgewealth.com
This simple display of the yields of the various maturities of Treasury bonds, ranging from shortest to longest, was once lauded as a reliable recession indicator but is now somewhat derided as a...
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@NewEdgeWealth
NewEdge Wealth
3 days
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: #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
4 days
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: #NewEdgeWealth.
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www.newedgewealth.com
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market as part of southeast expansion.
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@NewEdgeWealth
NewEdge Wealth
4 days
Betting odds for Powell’s 2025 dismissal are rising amid renewed criticism from Trump allies. Pressure is mounting as upcoming inflation data could force the Fed to reconsider its interest rate strategy, says Brian Nick, Head of Portfolio Strategy. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
5 days
Brian Nick, Managing Director, Head of Portfolio Strategy, highlights that tariffs at the border are generating significant revenue. Could the real cost be falling on American businesses instead?. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
5 days
Market momentum is showing signs of fatigue; fewer stocks are hitting new highs, and breadth is rolling over. Cameron Dawson, Chief Investment Officer, notes to expect more chop and churn in the near term. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
7 days
Brian Nick, Managing Director, Head of Portfolio Strategy, shares that economic data in Q2 2025 has largely fallen short of expectations. Is the #economy slowing, or just adjusting after an overly optimistic start to the year?. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
9 days
Hiring is slowing. Home prices are dipping. Real consumer spending is negative. And yet, markets are at all-time highs. Why aren’t investors more concerned, and what could change that?. Read this week's #WeeklyEdge here: #NewEdgeWealth.
www.newedgewealth.com
Economic data is weakening, but markets aren’t flinching. Brian Nick breaks down what’s holding up sentiment and what could shift it.
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@NewEdgeWealth
NewEdge Wealth
10 days
Selling a medical practice is a monumental decision that requires careful planning beyond achieving a favorable deal. At NewEdge Wealth, our #Onward program helps physicians navigate this journey. Read our latest whitepaper here: #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
11 days
The latest fiscal bill significantly increases the deficit, especially if temporary tax cuts stay permanent. Brian Nick, Managing Director, Head of Portfolio Strategy, warns that rising debt costs and interest rates may outweigh near-term growth benefits. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
11 days
Rate cuts don’t move the long end of the curve in a vacuum—it’s the broader economic backdrop that drives direction. Could rising economic surprises alongside Fed cuts push yields higher, as Cameron Dawson, Chief Investment Officer, suggests?. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
12 days
Cameron Dawson, Chief Investment Officer, pointed out that high beta stocks, particularly in tech, have staged a strong rebound. With IPOs and unprofitable tech rallying off the lows but still lagging, could this rotation into risk continue?. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
12 days
Cameron Dawson, Chief Investment Officer, noted that investor positioning remains light, suggesting the recent breakout could fuel a continued summer melt-up despite stretched valuations. Could this be the point where the chase truly begins?. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
14 days
Whether you're looking for diversification, tax efficiency, or alternative solutions, we believe our strategies offer a differentiated approach to portfolio growth. Learn how NewEdge Structured Note Strategies can elevate your investments: #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
17 days
Wishing you a safe and happy Independence Day!. #NewEdgeWealth #IndependenceDay
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@NewEdgeWealth
NewEdge Wealth
19 days
We're proud to support the incredible work of the Chiera Family Foundation, helping send 120 Florida kids currently battling cancer to summer camp this year. We’re honored to play a small part in creating moments of joy and healing for these courageous kids. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
20 days
Jobs data keeps softening, and signs of strain are showing up across the board. Brian Nick, Managing Director, Head of Portfolio Strategy, notes this could start weighing on consumer behavior as the trend continues. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
20 days
Cameron Dawson, Chief Investment Officer, notes that the dollar continues to drift lower, with positioning now extremely short. #NewEdgeWealth
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@NewEdgeWealth
NewEdge Wealth
20 days
Cameron Dawson, Chief Investment Officer, says we’re back at all-time highs — and this could be melt-up territory. Are fundamentals or positioning driving markets?. #NewEdgeWealth
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