BCGDX Celebrates 4-Star Rating

BCGDX Celebrates 4-Star Rating

ATLANTA, Georgia, September 8, 2021 — We are excited to announce that on the 7th anniversary of the Blue Current Global Dividend Growth Fund (BCGDX),…

Washington & The Investment Landscape with Courtney Rosenberger from Strategas Securities

Recently, we had Courtney Rosenberger from Strategas Securities join us to discuss the latest updates on the possibilities of tax policy changes. Courtney, the Managing…

Seeking Clarity on Tax Reform

The wait continues, and more fireworks to come This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access…

Rising College Sophomores Explore Wealth Management with the help of Edge

When Edge was formed in 2006, the founders crafted the firm’s mission statement.  Making our communities a better place for everyone became a cornerstone for…

2021 Q3 Outlook

  Click here to read our full Edge Capital Q3 2021 Outlook Confidence in the post-pandemic recovery After several months of uninterrupted equity returns and…

EDGE…ing Toward a Brighter Future

On June 14th, we kicked off our latest community engagement project entitled “EDGE…ing Toward a Brighter Future” in partnership with Wealthy Habits and the Andrew…

Vintage Collectibles Continue to Flourish

Classic cars, rare art, and even whisky attract younger buyers as auctions enter a new era   Collectibles As An Investment Slightly more than five…

Markets Navigate an Evolving Inflation Landscape

Treasury yields look through elevated inflation data at longer-term trends   Key Observations Global capital markets generally posted modest gains during May with value stocks…

Edge Speaker Series: Exploring What The New Biden Tax Plan Might Look Like With Dan Clifton

Listen to Dan Clifton, Partner and Head of Policy Research for Strategas Securities, and Edge’s Elizabeth Mackie discuss Joe Biden’s pending tax policy changes and how…

The Clock May Be Ticking for Favorable Estate Planning Provisions

The Clock May Be Ticking for Favorable Estate Planning Provisions Estate tax laws have undergone change over the last couple of decades, but in every…

2021 Q2 Outlook

Edge Capital Q2 2021 Outlook Different crisis, similar recovery Investing is always about the future, but we can learn a lot from the past. Last…

Edge Capital Group Advisors Named to Forbes’ Best-In-State Wealth Advisors

We would like to congratulate Edge Capital Group advisors, Harry Jones and Will Skeean, on making Forbes’ Best-In-State Wealth Advisors list for 2021. Edge Capital…

Treasury Volatility Returns as Stocks Advance

Treasury Volatility Returns as Stocks Advance Please click here to read the full research paper.

Edge Capital Group is not affiliated with Edge Capital Investments, Ltd

Edge Capital Group, LLC is not affiliated with Edge Capital Investments, Ltd ATLANTA, March 4, 2021 /PRNewswire/ — The Edge Capital Group, LLC is not affiliated with…

Edge Speakers Series: Main Street Investors take on Wall Street Pros; GameStop, Robinhood and What You Need to Know

Hear our thoughts on the current market events including the Gamestop short squeeze, the rise of the retail investor, and the short and long-term implications…

Edge’s 2021 Financial Planning Guide

A new year brings changes to many areas that impact our clients’ financial lives from income tax and estate tax planning to charitable gifting and…

2021 Q1 Outlook

  Click here to read our full Edge Capital Q1 2021 Outlook A new hope. Following the 2020 deterioration of the global economy, there is…

Off the Cuff: Policy Musings from Washington DC

Last week our Strategy Team attended a virtual DC Policy Conference hosted by one of our longstanding research partners. The event was hosted on January…

Edge Speakers Series: The COVID Vaccine: What You Need to Know

The U.S. Food and Drug Administration (FDA) has begun authorizing the use of vaccines for the coronavirus that causes COVID-19.  Sandra Fryhofer, M.D.,  trustee of the…

Ten Ways to Protect Yourself From Cyber-Crime

Cybersecurity awareness is always important and the Covid-19 pandemic has made this even more critical with fraud surging as criminals are taking advantage of our…