Category: Research Insights
31 posts categorized as "Research Insights"
Summer House: Legacy Planning for Vacation Properties
September 19, 2022
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…
Sending Your Child To College
August 03, 2022
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…
2022 Estate and Gift Tax Planning
June 09, 2022
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…
2022 Financial Planning Guide
February 25, 2022
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…
Inflation, The Fed, Market Correction; Oh My!
February 08, 2022
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…
Inflation, What’s to Come and How to Navigate the Uncertain Future
December 02, 2021
In this informative webcast, James Foster our Managing Director, Head of Strategy, will dig deeper into a topic that is impacting all of…
Washington & The Investment Landscape with Courtney Rosenberger from Strategas Securities
September 01, 2021
Recently, we had Courtney Rosenberger from Strategas Securities join us to discuss the latest updates on the possibilities of tax policy changes. Courtney, the Managing…
Seeking Clarity on Tax Reform
August 23, 2021
The wait continues, and more fireworks to come This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access…
Vintage Collectibles Continue to Flourish
June 24, 2021
Classic cars, rare art, and even whisky attract younger buyers as auctions enter a new era Collectibles As An Investment Slightly more than five…
Markets Navigate an Evolving Inflation Landscape
June 14, 2021
Treasury yields look through elevated inflation data at longer-term trends Key Observations Global capital markets generally posted modest gains during May with value stocks…
The Clock May Be Ticking for Favorable Estate Planning Provisions
April 23, 2021
The Clock May Be Ticking for Favorable Estate Planning Provisions Estate tax laws have undergone change over the last couple of decades, but in every…
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’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…
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…
Protect Yourself, Protect Your Data | Cyber Crime is Spreading
June 09, 2020
With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to…
Off-Cycle Fed Cut
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…
Coronavirus Fears Rattle Global Markets
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,…
Final Tax Planning Tips for 2019
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…
Edge Conference Call – Election Scenarios and Tax Proposals: What You Need to Know
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…
Yield Curve Inverts Further
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…
Trade Concerns Intensify
August 07, 2019
Please click here to view our research insights: Trade Concerns Intensify
Capital One Data Breach & Equifax Settlement
August 01, 2019
Please click here to download our Research Insight on Capital One Data Breach & Equifax Settlement
Fed Holds, Signals Cuts
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…
2019 Tax and Planning Guide
February 04, 2019
Click here to view our Edge 2019 Tax and Planning Guide
Edge Research Insights: Fed Disappoints but Shows Flexibility
December 20, 2018
Download Full Commentary Here: Edge Research Insights: Fed Disappoints but Shows Flexibility
Edge Research Insights: Credit Tightening Accelerating Volatility
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…
Getting on the Same Page: Developing an Investment Policy Statement
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…
Balancing Both Sides: Using Both Sides of your Balance Sheet
March 08, 2018
BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET Download full commentary here: “Neither a borrower nor a bad credit loan lender be, for…
The Return to Normal
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…