News & Press
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
October 25, 2022
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Author: Edge Marketing
Perspectives
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,
September 20, 2022
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Perspectives
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
September 19, 2022
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Perspectives
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
August 18, 2022
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Perspectives
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
July 6, 2022
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Perspectives
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
June 21, 2022
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News & Press
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
April 29, 2022
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News & Press
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
February 17, 2022
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Perspectives
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
February 8, 2022
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Perspectives
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
January 13, 2022
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