Open Menu WASHINGTON & THE INVESTMENT LANDSCAPE WITH COURTNEY ROSENBERGER FROM STRATEGAS SECURITIES CATEGORY: RESEARCH INSIGHTS 25 posts categorized as "Research Insights" 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 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 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 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’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 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 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 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 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… CONTINUE READING 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,… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING TRADE CONCERNS INTENSIFY August 07, 2019 Please click here to view our research insights: Trade Concerns Intensify CONTINUE READING CAPITAL ONE DATA BREACH & EQUIFAX SETTLEMENT August 01, 2019 Please click here to download our Research Insight on Capital One Data Breach & Equifax Settlement CONTINUE READING 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… CONTINUE READING 2019 TAX AND PLANNING GUIDE February 04, 2019 Click here to view our Edge 2019 Tax and Planning Guide CONTINUE READING EDGE RESEARCH INSIGHTS: FED DISAPPOINTS BUT SHOWS FLEXIBILITY December 20, 2018 Download Full Commentary Here: Edge Research Insights: Fed Disappoints but Shows Flexibility CONTINUE READING 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… CONTINUE READING 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… CONTINUE READING 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: BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET “Neither a… CONTINUE READING 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… CONTINUE READING RECENT POSTS 2021 Q4 Quarterly Outlook – Navigating a Cloudy Horizon Kendrick Mattox, Partner, Featured in Forbes Article and Podcast BCGDX Celebrates 4-Star Rating Washington & The Investment Landscape with Courtney Rosenberger from Strategas Securities Seeking Clarity on Tax Reform ARCHIVES 2021 2020 2019 2018 CATEGORIES Edge Speaker Series Market Updates News & Press Quarterly Outlooks Research Insights 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. 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