Latest Investments & Planning Insights

Weekly Edge

At the end of the trading week, the team at NewEdge Wealth publishes its commentary on the week that was, as well as some insights into what it means for clients looking ahead.

Housing Alone

Mortgage rates are easing, but housing remains frozen. Discover what’s keeping sales and construction from recovery in 2025.

The Bonnie Banks o’ S&P

Annual outlook season has begun in earnest on Wall Street. Strategists from around the Street have started publishing their predictions for the S&P 500 next year, and though there are ample critiques about using single point estimates for markets , it is helpful to understand the logic and drivers behind these different takes on the market.

Your Time is Gonna Come

Lags can be a powerful force, not just in music, but also in monetary policy. When it comes to lags, Jimmy Page walked so the Fed could run. One of Page’s innovations was capturing the Led Zeppelin’s “ambient sound” in recording, which is why the album sounds paradoxically rich and raw at the same time.

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.

The Keys to the Castle – Buying a Home

Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.

May 27, 2025

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.

Apr 30, 2025

Articles, Webinars & Media Appearances

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.