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.
Select your area of interest below.
2022 Year in Review
January 19, 2023
Dear Clients, This past year was one for the record books—records we do not want to experience again. As the Fed aggressively raised interest…
EDGE CAPITAL Q1 2023 QUARTERLY OUTLOOK – DÉJÀ VU ALL OVER AGAIN
January 11, 2023
Click here to read the full Edge Capital Q1 2023 Outlook As we enter the new year, investors have this feeling as if they’ve seen…
Edge Capital Welcomes Advisor, Brad Parsons
November 15, 2022
We are excited to announce that Brad Parsons has joined the firm as a Managing Director and Senior Financial Advisor focused on serving a select…
Edge Speaker Series: The Political Landscape with Dan Clifton
October 27, 2022
Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy…
Edge named Forbes 2022 Top RIA Firm
October 25, 2022
We are humbled to announce that we have been named to the inaugural Forbes/Shook Top RIA list for 2022. We achieved a ranking of #34…
EDGE CAPITAL 2022 Q4 QUARTERLY OUTLOOK –THE PEAK?
October 12, 2022
Click here to read the full Edge Capital Q4 2022 Outlook Have we experienced peak inflation? Have we experienced peak interest rates? Have we experienced…
Edge Speaker Series: Affording the Future: What De Globalization and Inflation Mean to the Economy and Financial Markets
September 20, 2022
Edge Capital Group has prepared this material for informational purposes only, and is not intended to provide, and should not be relied on for, tax,…
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…
Edge Speaker Series: Health and Wellness – Benefits of Strength Training for Life’s Journey
August 18, 2022
Edge Capital presents Dr. Kathryn Starr, assistant professor in the Division of Geriatrics at Duke University School of Medicine and co-director of the Duke Center…
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…
EDGE CAPITAL 2022 Q3 QUARTERLY OUTLOOK –FEELING SQUEEZED
July 12, 2022
Click here to read the full Edge Capital Q3 2022 Outlook As we enter the year’s third quarter, rising prices are squeezing companies and consumers…
Pass the SALT
July 06, 2022
Build Back Better in a lighter version may have been resurrected (or found new momentum). The latest version of the BBB proposal is still a…
IRS Increases Mileage Rate Midyear
June 21, 2022
For the third time since 2008, the IRS will enact a midyear mileage rate boost. Just in time for the July 4th holiday, the rates for…
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…
Edge Capital Group Places an All-Time High of Five on the Forbes 2022 Best-In-State List
April 29, 2022
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
April 27, 2022
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
April 08, 2022
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
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…
Edge Capital Group Advisor, Elizabeth Mackie, CPA, CFP® Named to 2022 Forbes Top Women Wealth Advisors – Best in State
February 17, 2022
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!
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…
2021 Year in Review
January 13, 2022
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
January 11, 2022
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
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…
Edge VP, Rebecca Montes, named Financial Planning Association’s Organizational Director
December 01, 2021
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
October 07, 2021
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
September 29, 2021
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
September 15, 2021
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
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…
Rising College Sophomores Explore Wealth Management with the help of Edge
July 29, 2021
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
July 27, 2021
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
June 24, 2021
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
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…
Edge Speaker Series: Exploring What The New Biden Tax Plan Might Look Like With Dan Clifton
May 26, 2021
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
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…
2021 Q2 Outlook
April 21, 2021
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
April 13, 2021
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
March 15, 2021
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
March 04, 2021
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…