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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!

by | August 14, 2026 | Market Insights, The Weekly Edge | 0 Comments

Another Roaring 20s for U.S. Consumers “Can’t...
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With or Without You

by | Jan 31, 2025 | ,

While Tech stocks came close to making a 10% correction last week, many of the sectors that lagged last year (yes, even international stocks) were among the leaders. With growth, led by personal consumption and a strong labor market, still solid heading into 2025, investors may be remembering the lead single from U2’s 1987 classic, The Joshua Tree, as they ask whether they can live “With or Without” the AI trade.

The Reason

by | Jan 24, 2025 | ,

Overall, we do not see economic growth giving the Fed The Reason to cut rates in the near term, with the U.S. economy exhibiting much more resilience to short term interest rates this cycle. But given the wild cards of President Trump’s second term and the funding challenges of the Treasury, we expect to see continued jawboning around a desired path forward for Fed policy, even if growth remains resilient.

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.

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|Aug 17, 2026

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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...

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Jul 7, 2026

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Podcasts, Media Appearances & Webinars

ONWARD: Episode 2

ONWARD: Episode 2

Oct 13, 2022 | ,

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. John Straus, Jr., CFP®, Partner and Co-Founder at NewEdge Wealth, sits down with Matt Curry in episode 2 of “ONWARD”.

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ONWARD: Episode 1

ONWARD: Episode 1

Sep 15, 2022 | ,

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. In Episode 1, NewEdge Wealth Partner, Ghislain Gouraige, welcomes Eddie Montalvo, a successful entrepreneur who’s had several great exits from his aviation services company. Eddie speaks about his first management buyout in 1997, obstacles he’s faced along the way, and what ventures lay ahead.

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