Fenerdjian Wealth

The Leading Edge

The Leading Edge is a quarterly newsletter dedicated to providing insightful commentary on matters that impact investors.

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Protecting and enhancing what’s important to you

We are committed to building relationships based on integrity and trust, using a multi-disciplined approach that has been tested with time.

Our priority is protecting your interests and helping you meet your wealth financial management goals for you and your family.

Together, we will develop a comprehensive plan to help you achieve your long term goals.

As part of the process, and using our in-house wealth planning team for additional expertise, we will examine tax and estate saving opportunities, philanthropic, insurance and business succession planning needs. For most clients, tax planning and minimization are key components of planning. We are always available to work with your other advisors including lawyers and accountants to ensure true integration of solutions.

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 19 May 2026

Watching the clock

We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the recent advance. This is late cycle performance.

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Investor Strategy - May 2026

V is for victory, for now

While April delivered an impressive rebound for global equities, the combination of geopolitical uncertainty, stretched valuations, and a more fragile macroeconomic backdrop remains front of mind.

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Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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