IRS Increases Mileage Rate Midyear

IRS Increases Mileage Rate Midyear

For the third time since 2008, the IRS will enact a midyear mileage rate boost. Just in time for the July 4th holiday, the rates for…

2022 Estate and Gift Tax Planning

It seems like people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than…

Edge Capital Group Places an All-Time High of Five on the Forbes 2022 Best-In-State List

Forbes recognized five Edge advisors in its 2022 Best-In-State list, the highest number of Edge advisors to make the magazine’s annual state rankings. Our advisors…

Kendrick Mattox, Partner, Featured on NPR

Recently, one of our partners, Kendrick Mattox, was a guest on the NPR show The Point, where he and fellow guest Pam Krueger (founder and…

Edge Capital 2022 Q2 Quarterly Outlook – Facing Dual Uncertainties

Click here to read the full Edge Capital Q2 2022 Outlook There’s an old axiom when it comes to investing: the market hates uncertainty. Typically,…

2022 Financial Planning Guide

We are pleased to share our 2022 Financial Planning guide, including tips regarding income and estate tax planning, charitable giving, retirement and education planning, and…

Edge Capital Group Advisor, Elizabeth Mackie, CPA, CFP® Named to 2022 Forbes Top Women Wealth Advisors – Best in State

Edge Capital Group proudly announces Partner, Elizabeth Mackie, CPA, CFP®, has made the Forbes 2022 list of America’s Top Women Wealth Advisors – Best in…

Inflation, The Fed, Market Correction; Oh My!

Key Observations Many markets entered a technical correction (defined as a 10 percent pull back or more) in January as headline inflation reached levels not…

2021 Year in Review

Dear Clients, Edge Capital exists to deliver a positive experience across your full financial life through a culture of teamwork, thought leadership, and high touch…

Edge Capital 2022 Q1 Quarterly Outlook – Hurdling Familiar Barriers

Click here to read the full Edge Capital Q1 2022 Outlook As we enter 2022, the markets face some familiar hurdles. Unfortunately, worries that we’d…