Open Menu 2021 Q4 QUARTERLY OUTLOOK – NAVIGATING A CLOUDY HORIZON 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. EDGE SPEAKER SERIES MARKET UPDATES NEWS & PRESS QUARTERLY OUTLOOKS RESEARCH INSIGHTS 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… CONTINUE READING 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…. CONTINUE READING 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),… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING TREASURY VOLATILITY RETURNS AS STOCKS ADVANCE March 15, 2021 Treasury Volatility Returns as Stocks Advance Please click here to read the full research paper. CONTINUE READING 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… CONTINUE READING EDGE SPEAKERS SERIES: MAIN STREET INVESTORS TAKE ON WALL STREET PROS; GAMESTOP, ROBINHOOD AND WHAT YOU NEED TO KNOW February 03, 2021 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… CONTINUE READING 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… CONTINUE READING 2021 Q1 OUTLOOK January 25, 2021 Click here to read our full Edge Capital Q1 2021 Outlook A new hope. Following the 2020 deterioration of the global economy, there is… CONTINUE READING 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… CONTINUE READING EDGE SPEAKERS SERIES: THE COVID VACCINE: WHAT YOU NEED TO KNOW January 13, 2021 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING EDGE CAPITAL GROUP ANNUAL MANAGING PARTNER LETTER December 16, 2020 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… CONTINUE READING EDGE SPEAKERS SERIES: EXPLORING THE POLITICAL LANDSCAPE 2020 September 09, 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,… CONTINUE READING EDGE SPEAKERS SERIES: HEALTHCARE UPDATE: WHAT WE’VE LEARNED SO FAR July 30, 2020 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… CONTINUE READING 2020 Q3 OUTLOOK July 17, 2020 Click here to read our full 2020 Q3 Outlook. Beyond COVID. Once we are through the pandemic, researchers will do a financial assessment on… CONTINUE READING EDGE SPEAKERS SERIES: ENERGY TRENDS POST COVID-19 July 16, 2020 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… CONTINUE READING WHAT IN THE WORLD IS GOING ON? COVID ACCELERATED TRENDS July 15, 2020 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… CONTINUE READING EDGE SPEAKERS SERIES: FUTURE OF CHINA: WITHIN ASIA AND THE WORLD June 24, 2020 Watch a replay of the webinar here. Richard Johnston BSc. ACA – Managing Director, Albourne Partners (Asia) Limited Richard joined Albourne in September 2004… CONTINUE READING EDGE SPEAKERS SERIES: THE FUTURE OF REAL ESTATE POST COVID-19 June 10, 2020 Watch a replay of the webinar here. Mike McVean – Co-Founding Partner of Stream Realty Partners Stream Realty Partners is one of the fastest-growing full-service commercial… CONTINUE READING 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… CONTINUE READING HAS AMAZON BECOME THE NEW “MA BELL”? June 06, 2020 Has Amazon become the new “Ma Bell”? After Alexander Graham Bell patented the telephone in 1876, he formed the Bell Telephone company which for the… CONTINUE READING EDGE SPEAKERS SERIES: ROGER MCNAMEE – THE FUTURE OF TECHNOLOGY POST COVID-19 June 03, 2020 Roger McNamee is a pioneer venture capitalist in Silicon Valley who co-founded Silver Lake Partners and Elevation Partners where his venture capital funds were original… CONTINUE READING UPDATE ON THE ECONOMY, FINANCIAL MARKETS, AND POLICIES May 31, 2020 Since Covid-19, the US stock market performance has had two distinct groups: Growth (Technology/Communications/Healthcare) and Value (Financials/Industrials/Energy/Materials). Leadership has never been more concentrated. There are… CONTINUE READING EDGE SPEAKERS SERIES: SPORTS AND ENTERTAINMENT: REENTRY AND THE FUTURE May 13, 2020 Speakers Include: George Pyne – Founder and CEO of Bruin Sports Capital, former CEO of IMG Sports and Entertainment and COO of Nascar. … CONTINUE READING QUIETLY, THE STOCK MARKET CLIMBS HIGHER. May 09, 2020 Quietly, the stock market climbs higher. We say quietly because something has been missing – volume. This week’s relentless climb for the S&P 500 has… CONTINUE READING EDGE SPEAKERS SERIES: EDUCATION: REENTRY AND THE FUTURE May 07, 2020 Speakers Include: Douglas Shackelford – Dean of Kenan Flagler Business School, at the University of North Carolina at Chapel Hill (consistently ranked in Top 20)…. CONTINUE READING EDGE SPEAKERS SERIES: EYES ON THE FUTURE; OPPORTUNITIES AHEAD April 29, 2020 Edge Speakers Include: Will Skeean, Investment Team Chairman Thinking on the Coming Changes Dennis Sabo, Head of Strategy Where is Value in… CONTINUE READING EDGE Q2 2020 QUARTERLY OUTLOOK April 27, 2020 If there ever was a time to question what you believe, this may be it. Would you believe that an illness infecting less than 0.04%… CONTINUE READING Older FOLLOW US: TERMS OF USE PRIVACY NOTICE IMPORTANT DISCLOSURES Contact Corporate Headquarters (Atlanta) 3333 Riverwood Parkway Suite 350 Atlanta, GA 30339 Main Phone: 404-890-7707 info@edgecappartners.com Learn about careers at Edge COPYRIGHT © 2021 EDGE CAPITAL. ALL RIGHTS RESERVED.