Edge’s 2021 Financial Planning Guide

Category: Research Insights

59 posts categorized as "Research Insights"

Edge’s 2021 Financial Planning Guide

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

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…

Ten Ways to Protect Yourself From Cyber-Crime

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

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…

Protect Yourself, Protect Your Data | Cyber Crime is Spreading

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…

Off-Cycle Fed Cut

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…

Coronavirus Fears Rattle Global Markets

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,…

Final Tax Planning Tips for 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…

Edge Conference Call – Election Scenarios and Tax Proposals: What You Need to Know

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…

Yield Curve Inverts Further

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…

Trade Concerns Intensify

                    Please click here to view our research insights: Trade Concerns Intensify

Capital One Data Breach & Equifax Settlement

              Please click here to download our Research Insight on Capital One Data Breach & Equifax Settlement

Fed Holds, Signals Cuts

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…

2019 Tax and Planning Guide

Click here to view our Edge 2019 Tax and Planning Guide

Edge Research Insights: Fed Disappoints but Shows Flexibility

Download Full Commentary Here: Edge Research Insights: Fed Disappoints but Shows Flexibility

Edge Research Insights: Credit Tightening Accelerating Volatility

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…

Getting on the Same Page: Developing an Investment Policy Statement


Balancing Both Sides: Using Both Sides of your Balance Sheet


The Return to Normal

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…


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…

A Blank Piece of Paper

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.

Preparing For A Trump Presidency

Between tweeting and spectacle press events, the next four years will be entertaining yet volatile for the financial markets…

The Need For Longer-Dated US Debt

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.

Election Commentary

Once again, the people have spoken and the voices of America have decided on a new President.

Election Update

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.

Autonomous Vehicles Impacting You

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…

What Is Up With Libor?

Money market reform has caused a significant shift in buyer demand for short-term capital.

Treasury Prompts Planning Opportunity

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.

Higher Growth Doesn’t Always Mean Higher Returns

Recent fears regarding Brexit and its potentially detrimental impact on economic growth have market prognosticators worried about the resulting side effects on financial markets.

Money Market Funds Under Fire

Money market funds (MMFs) remain under fire as they try to maintain their role in the liquidity markets.

Early Thoughts After The UK Referendum

It is not often that financial markets are so dramatically wrong about a potential outcome.

Millennials’ Health and Wellness Tastes

Have you been to the grocery store lately? Do the items on the shelves seem to be part of some large, elaborate hoax?

The Best Way To Predict The Future Is To Invent It

Jobs in America are evolving before our eyes.

Why Global?

Why should I invest in any equity outside the United States?

Blue Current Global Dividend Strategy Recent Performance

Check out how our Blue Current Global Dividend Strategy has recently performed

Classic Cars Outperform Gold, Stocks, and Art

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.

The Search for Yield and Negative Rates

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.

The Brewing Student Debt Problem

Student loans slowly began to fill the pot of household debt during the turn of the millennia.

What is Always Eating Away at Your Portfolio?

Inflation. Spending. Taxes. As we begin a new year, we thought it appropriate to review one of the largest drags on a portfolio: Taxes.

Edge Insight- The Devil Is In The Details

The interest rate action was widely expected, but “the devil is in the details” as the idiom goes.

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