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.

So Far So Fake

These days I think are so strange No cuts, no...

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.

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

Trump Accounts: Building Tax-Free Wealth from Day One

Trump Accounts: Building Tax-Free Wealth from Day One

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.

Apr 14, 2026

NewEdge Wealth's 2026 Wealth Strategy Guide

2026 Wealth Strategy Guide

This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.

Feb 18, 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.

read more
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