Edge Capital Welcomes Advisor, Brad Parsons

Edge Capital Welcomes Advisor, Brad Parsons

We are excited to announce that Brad Parsons has joined the firm as a Managing Director and Senior Financial Advisor focused on serving a select…

Edge Speaker Series: The Political Landscape with Dan Clifton

Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy…

Edge named Forbes 2022 Top RIA Firm

We are humbled to announce that we have been named to the inaugural Forbes/Shook Top RIA list for 2022.  We achieved a ranking of  #34…

EDGE CAPITAL 2022 Q4 QUARTERLY OUTLOOK –THE PEAK?

Click here to read the full Edge Capital Q4 2022 Outlook Have we experienced peak inflation? Have we experienced peak interest rates? Have we experienced…

Edge Speaker Series: Affording the Future: What De Globalization and Inflation Mean to the Economy and Financial Markets

Edge Capital Group has prepared this material for informational purposes only, and is not intended to provide, and should not be relied on for, tax,…

Summer House: Legacy Planning for Vacation Properties

As summer fades, many families are exploring options for how to include beloved vacation properties as a portion of their overall estate transfer. This article…

Edge Speaker Series: Health and Wellness – Benefits of Strength Training for Life’s Journey

Edge Capital presents Dr. Kathryn Starr, assistant professor in the Division of Geriatrics at Duke University School of Medicine and co-director of the Duke Center…

Sending Your Child To College

As a parent, sending your child off to college runs the range of emotions. There’s anticipation, sure, but also some nervousness, plenty of anxiety, and…

EDGE CAPITAL 2022 Q3 QUARTERLY OUTLOOK –FEELING SQUEEZED

Click here to read the full Edge Capital Q3 2022 Outlook As we enter the year’s third quarter, rising prices are squeezing companies and consumers…

Pass the SALT

Build Back Better in a lighter version may have been resurrected (or found new momentum). The latest version of the BBB proposal is still a…

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…