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We're changing the game from the dated, century old wealth management approach to bring a fresh perspective to industry — a new edge. newedgewealth.com/
This week, our investment team presented our 4Q26 macro and market outlook, where we looked at the setup for the economy and different asset classes through the lens of higher rates, or through the “Eye of the Bondholder."
Watch the replay: pulse.ly/z5b9yu4hrn
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Tune in to Rob Sechan on CNBC's Halftime Report today at noon ET!
#NewEdge
We're excited to welcome Karli Vazquez-Mendez to the NewEdge team!
She brings more than two decades of experience in helping individuals and families navigate complex financial decisions, protect their wealth, and reach their long-term goals.
Welcome, Karli!
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Episode 9 of our #Finance101 series covers how much you may want to save for your emergency fund, where to keep it, why it should stay liquid and low-risk, and practical ways to build it consistently over time.
Hear the full insights: pulse.ly/0tmtfy9owv
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By focusing on high-quality businesses, we help our clients enjoy consistent earnings, reduced volatility, and tax-efficient growth. It's a smarter way to build wealth for the long term.
Learn more here: pulse.ly/bq8bvdeznn
#NewEdge #Equity #Growth #Investments
Rob Sechan, Founder & Managing Partner, joined the Revolt Financial podcast to speak to the structural advantage advisors gain when they're not limited to a single platform.
🎧 Listen to the full episode: pulse.ly/8dflhen7eh
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The abrupt rise in global interest rates has changed the game for investors, and today’s piece will highlight the opportunities and the risks we see in bond markets today…with quotes from Tron: Legacy to light the way.
Read the full article: pulse.ly/ibi4tidhjo
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We're thrilled to welcome Lauren Fuchs to NewEdge!
In her role, Lauren supports her clients through account openings, money movement, overseeing client onboarding, and more.
Welcome to the team!
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It’s official – our 2027 summer internship application is live! We're excited to welcome a new class of driven college students to gain hands-on experience in the financial services industry.
Apply today: pulse.ly/w4ytthpnx6
#NewEdge #SummerInternship
From our intimate client appreciation dinners to our annual National Partner Conference and everything in between, we bring events of every size and style to life.
Our team creates experiences that inspire connection, engage attendees and leave a lasting impact.
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When asked about the secret behind NewEdge's rapid growth, Rob Sechan, Founder & Managing Partner, answered simply: passopm. culture, and shared values.
🎧 Hear his full insights:pulse.ly/9sjzala5l5
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"The Best" is a fitting theme for 2026 earnings.
In this week’s #WeeklyEdge, we look at what drove this year’s earnings upside and the key assumptions behind next year’s outlook.
Read the full article: pulse.ly/tkyytzzbgp
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In this week's #Finance101 episode, we’re turning to a related question that comes up often in families thinking about the next generation: what happens, tax-wise, when wealth actually changes hands.
▶️Catch the full video: pulse.ly/2pr1nxjzik
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🎙️ Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins Danny Moses for a deep dive into what's really holding this market together — and where the cracks are starting to show.
Catch the full conversation: pulse.ly/rfxuypawqg
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We’ll start with a hot take: inflation is not especially high right now. The commodity price shock from the Middle East has interrupted what had been a multi-year period of disinflation.
Read the full breakdown: pulse.ly/nbwu2dvjej
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Catch Rob Sechan on CNBC's Halftime Report today at noon ET!
#NewEdge
Selling a business represents the culmination of years of hard work, sacrifice, and vision. While certain planning opportunities are available only before a transaction closes, it’s never too late to begin planning.
Learn more: pulse.ly/u6utxt6pp3
#NewEdge
In the seventh episode of our #Finance101 series, Jordan Sechan and Lauren Detering Friday break down ordinary income vs. long-term capital gains, how capital gains are stacked, the 3.8% Net Investment Income Tax and more.
Watch the full video: pulse.ly/yp5t57fsfn
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