Category: News & Press
24 posts categorized as "News & Press"
2022 Year in Review
January 19, 2023
Dear Clients, This past year was one for the record books—records we do not want to experience again. As the Fed aggressively raised interest…
Edge Capital Welcomes Advisor, Brad Parsons
November 15, 2022
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 named Forbes 2022 Top RIA Firm
October 25, 2022
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…
Pass the SALT
July 06, 2022
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
June 21, 2022
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…
Edge Capital Group Places an All-Time High of Five on the Forbes 2022 Best-In-State List
April 29, 2022
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
April 27, 2022
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 Group Advisor, Elizabeth Mackie, CPA, CFP® Named to 2022 Forbes Top Women Wealth Advisors – Best in State
February 17, 2022
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…
2021 Year in Review
January 13, 2022
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 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…
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),…
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…
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…
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…
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…
Year End Planning: 10 Steps to Consider
December 17, 2020
Executive Summary: Year End Planning: 10 Steps to Consider High net worth individuals are strongly encouraged to coordinate with their accountant and estate planning attorney…
Edge Capital Group Annual Managing Partner Letter
December 16, 2020
December 16, 2020 Dear Clients, This has been a challenging and unusual year for many. Perhaps you are as eager as we are to put…