Sending Your Child To College

Category: Research Insights

30 posts categorized as "Research Insights"

Sending Your Child To College

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

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

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!

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  

    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

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

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

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

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

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

Treasury Volatility Returns as Stocks Advance Please click here to read the full research paper.

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…

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

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

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

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…