Latest Investments & Planning Insights

Market Insights

Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.

Why, Of Course You Can!

Another Roaring 20s for U.S. Consumers “Can’t...

So Far So Fake

These days I think are so strange No cuts, no trust Name no names “So Far So Fake”, Pierce The Veil   Given the title of this piece, using Pierce the Veil’s 2023 banger “So Far So Fake," let’s be clear from the start: we are not calling all of the remarkable...

2026: A Rate Odyssey

Introduction: A Strange Trip for Rates So Far in 2026 "I am completely operational, and all my circuits are functioning perfectly." Year-ahead consensus predictions rarely get things perfectly right, but it’s fair to say that despite looking very promising for the...

Know Your Enemy

Introduction: Know Your Enemy “Think ya know what it’s all about? Huh! Hey yo, so check this out!” Last week’s whirlwind of Fed commentary and inflation data created a few market gyrations but ultimately left interest rates lower and the need for rate hikes less...

Wealth Strategy

A successful wealth strategy process benefits from a team of advisors, collectively focused on the goals specific to your family. Below are some of the insights and strategies the team at NewEdge has published on what it means to have a wealth strategy, rather than a simple financial plan.

NYC Pied-à-terre Tax

Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.

|Aug 17, 2026

Life After Exit Featured Image

Life After Exit: Planning for What Comes Next

Introduction A successful business exit is one of the most significant financial events of an entrepreneur’s life. Yet for many founders, the transaction itself consumes so much attention that the question of what comes next goes unanswered until after the deal...

Jul 7, 2026

Podcasts, Media Appearances & Webinars

ONWARD: Episode 19

ONWARD: Episode 19

This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.

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ONWARD: Episode 18

ONWARD: Episode 18

This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.

read more
ONWARD: Episode 17

ONWARD: Episode 17

This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.

read more