Edge Capital Group Places an All-Time High of Five on the Forbes 2022 Best-In-State List

Edge Perspectives

Edge Capital publishes research on subjects covering asset allocation strategies, thought leading perspectives on market events, and new investment opportunities for our clients. Our research reports are designed to enhance knowledge and understanding of the markets and to provide a macro outlook. Please feel free to reach out via email at research@edgecappartners.com to discuss any of the views presented here.

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Edge Capital Group Places an All-Time High of Five on the Forbes 2022 Best-In-State List

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

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 2022 Q2 Quarterly Outlook – Facing Dual Uncertainties

Click here to read the full Edge Capital Q2 2022 Outlook There’s an old axiom when it comes to investing: the market hates uncertainty. Typically,…

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…

Edge Capital Group Advisor, Elizabeth Mackie, CPA, CFP® Named to 2022 Forbes Top Women Wealth Advisors – Best in State

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…

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…

2021 Year in Review

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 Capital 2022 Q1 Quarterly Outlook – Hurdling Familiar Barriers

Click here to read the full Edge Capital Q1 2022 Outlook As we enter 2022, the markets face some familiar hurdles. Unfortunately, worries that we’d…

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…

Edge VP, Rebecca Montes, named Financial Planning Association’s Organizational Director

  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…

2021 Q4 Quarterly Outlook – Navigating a Cloudy Horizon

Click here to read our full Edge Capital Q4 2021 Outlook After posting very strong returns to start 2021, we head into the homestretch of…

Kendrick Mattox, Partner, Featured in Forbes Article and Podcast

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

ATLANTA, Georgia, September 8, 2021 — We are excited to announce that on the 7th anniversary of the Blue Current Global Dividend Growth Fund (BCGDX),…

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…

Rising College Sophomores Explore Wealth Management with the help of Edge

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…

2021 Q3 Outlook

  Click here to read our full Edge Capital Q3 2021 Outlook Confidence in the post-pandemic recovery After several months of uninterrupted equity returns and…

EDGE…ing Toward a Brighter Future

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…

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…

Edge Speaker Series: Exploring What The New Biden Tax Plan Might Look Like With Dan Clifton

Listen to Dan Clifton, Partner and Head of Policy Research for Strategas Securities, and Edge’s Elizabeth Mackie discuss Joe Biden’s pending tax policy changes and how…

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…

2021 Q2 Outlook

Edge Capital Q2 2021 Outlook Different crisis, similar recovery Investing is always about the future, but we can learn a lot from the past. Last…

Edge Capital Group Advisors Named to Forbes’ Best-In-State Wealth Advisors

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

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

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

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

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…

2021 Q1 Outlook

  Click here to read our full Edge Capital Q1 2021 Outlook A new hope. Following the 2020 deterioration of the global economy, there is…

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…

Edge Speakers Series: The COVID Vaccine: What You Need to Know

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

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…

Edge Capital Group Annual Managing Partner Letter

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…

Edge Speakers Series: Exploring the Political Landscape 2020

In the 11th webinar of Edge’s Speaker Series, the focus is on Exploring the Political Landscape. We are joined by the two-term governor of Florida,…

Edge Speakers Series: Healthcare Update: What We’ve Learned So Far

In the latest installment of Edge’s Speakers Series , the focus is on Healthcare post COVID and what we’ve learned so far. We are joined…

2020 Q3 Outlook

  Click here to read our full 2020 Q3 Outlook. Beyond COVID. Once we are through the pandemic, researchers will do a financial assessment on…

Edge Speakers Series: Energy Trends Post COVID-19

In the 9th webinar of Edge’s Speakers Series, the focus is on Energy Trends Post COVID-19. We are joined by three industry experts covering a…

What in the world is going on? COVID Accelerated Trends

Edge’s Will Skeean, Partner and Chairman of the Board, was invited to present to the PBPA  (Permian Basin Petroleum Association) via a Zoom call on…

Edge Speakers Series: Future of China: Within Asia and the World

Watch a replay of the webinar here.   Richard Johnston BSc. ACA – Managing Director, Albourne Partners (Asia) Limited Richard joined Albourne in September 2004…