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…
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…
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…
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…
June 09, 2020
With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to gain access to individuals’ computers and…
March 05, 2020
OFF-CYCLE FED CUT What you need to know It’s been a volatile ride for markets so far this year, driven by coronavirus fears and potential…
February 24, 2020
CORONAVIRUS FEARS RATTLE GLOBAL MARKETS What you need to know Over the weekend, new cases of Covid-19 (coronavirus) were announced in South Korea and Italy,…
December 13, 2019
With year-end quickly approaching, taxpayers still have a few weeks left to plan with strategies that could provide meaningful tax savings. We included in the…
November 06, 2019
Election Scenarios and Tax Proposals: What You Need to Know Dan Clifton and Jonathan Traub join Edge Capital to discuss 2020 election scenarios and tax…
August 23, 2019
On Wednesday, August 14, equity markets pulled back sharply on weak data out of Germany and China, fueling investor concerns over global growth. Germany’s economy…
August 07, 2019
Please click here to view our research insights: Trade Concerns Intensify
August 01, 2019
Please click here to download our Research Insight on Capital One Data Breach & Equifax Settlement
June 24, 2019
At the FOMC meeting last week the Fed chose not to cut the Fed Funds Rate, but hinted that future cuts might be on the…
February 04, 2019
Click here to view our Edge 2019 Tax and Planning Guide
December 20, 2018
Download Full Commentary Here: Edge Research Insights: Fed Disappoints but Shows Flexibility
October 15, 2018
Credit Tightening Accelerating Volatility Download Full Commentary Here: Edge Research Insights: Credit Tightening Accelerating Volatility The US equity market has been the sole standout performer…
March 08, 2018
GETTING ON THE SAME PAGE: DEVELOPING AN INVESTMENT POLICY STATEMENT Download full commentary here: GETTING ON THE SAME PAGE: DEVELOPING AN INVESTMENT POLICY STATEMENT At some…
March 08, 2018
BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET Download full commentary here: BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET “Neither a…
February 06, 2018
THE RETURN TO NORMAL Download full commentary here: THE RETURN TO NORMAL With the opening this morning, the S&P 500, and most other major equity…
December 14, 2017
YEAR-END CONSIDERATIONS AS TAX REFORM BECOMES MORE LIKELY House and Senate Republicans announced today that a deal on tax reform is pending which indicates that…
August 08, 2017
A well- thought-through plan and sustainable governance process for your family can be molded into any future tax regime and
will stand the test of time for generations to come.
January 26, 2017
Between tweeting and spectacle press events, the next four years will be entertaining yet volatile for the financial markets…
December 29, 2016
For the last several years, historically low interest rates have provided the US government an attractive option to extend the average maturity of US Treasury obligations, saving taxpayers billions of dollars.
November 09, 2016
Once again, the people have spoken and the voices of America have decided on a new President.
November 01, 2016
We participated in an election update conference call this morning with Dan Clinton, Strategas’ Head of Political Research, and David Wasserman, the House Editor for The Cook Political Report. Read more about what Dan Clinton and David Wasserman had to say on the upcoming election.
October 25, 2016
Summary A week ago we touch on the impact of autonomous vehicles. It’s a world of possibility out there. We have to keep both our eyes…
October 14, 2016
Money market reform has caused a significant shift in buyer demand for short-term capital.
September 07, 2016
The past month has brought about a number of concerns from those in the estate planning world after the Treasury Department released new proposed regulations for Section 2704 of the Internal Revenue Code.
July 26, 2016
Recent fears regarding Brexit and its potentially detrimental impact on economic growth have market prognosticators worried about the resulting side effects on financial markets.
June 29, 2016
Money market funds (MMFs) remain under fire as they try to maintain their role in the liquidity markets.
June 24, 2016
It is not often that financial markets are so dramatically wrong about a potential outcome.
June 02, 2016
Have you been to the grocery store lately? Do the items on the shelves seem to be part of some large, elaborate hoax?
May 16, 2016
Jobs in America are evolving before our eyes.
April 18, 2016
Why should I invest in any equity outside the United States?
April 08, 2016
Check out how our Blue Current Global Dividend Strategy has recently performed
March 29, 2016
For those not familiar with Passion Investing, the label broadly describes a narrow slice of the investment world that appeals to an individual not simply for the capital appreciation potential, but also for its collectability and emotion.
March 04, 2016
Investors in high-quality, fixed income securities have been battling the low interest rate environment ever since the start of the financial crisis in 2008.
February 22, 2016
Student loans slowly began to fill the pot of household debt during the turn of the millennia.
January 08, 2016
Inflation. Spending. Taxes. As we begin a new year, we thought it appropriate to review one of the largest drags on a portfolio: Taxes.
December 16, 2015
The interest rate action was widely expected, but “the devil is in the details” as the idiom goes.