Inflation, What’s to Come and How to Navigate the Uncertain Future
December 02, 2021
In this informative webcast, James Foster our Managing Director, Head of Strategy, will dig deeper into a topic that is impacting all of…
Edge VP, Rebecca Montes, named Financial Planning Association’s Organizational Director
December 01, 2021
We would like to congratulate our very own Rebecca Montes on being placed on the Financial Planning Association’s 2022 Leadership Committee. FPA NexGen provides…
2021 Q4 Quarterly Outlook – Navigating a Cloudy Horizon
October 07, 2021
Click here to read our full Edge Capital Q4 2021 Outlook After posting very strong returns to start 2021, we head into the homestretch of…
Kendrick Mattox, Partner, Featured in Forbes Article and Podcast
September 29, 2021
We are excited to announce that one of our Partners, Kendrick Mattox, was interviewed for a podcast that was discussed in an article on Forbes.com….
BCGDX Celebrates 4-Star Rating
September 15, 2021
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
September 01, 2021
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
August 23, 2021
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
July 29, 2021
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
July 27, 2021
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
June 24, 2021
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
June 24, 2021
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
June 14, 2021
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
May 26, 2021
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
April 23, 2021
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
April 21, 2021
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
April 13, 2021
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
March 15, 2021
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
March 04, 2021
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
February 03, 2021
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
February 01, 2021
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
January 25, 2021
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
January 14, 2021
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
January 13, 2021
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
January 12, 2021
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…