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.

Knives Out at the Fed

This week, the Federal Reserve’s Open Market Committee (FOMC) held its final monetary policy gathering of the year, and it used the occasion to slash its policy target rate one more time. While the economic data flow remains impaired by the 43-day government shutdown, the committee saw enough weakness in the labor market to feel it needed to ease policy for the third time in as many meetings.

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.

Annual Gift Tax Exclusion 2025 Featured Image

2025 Gift Tax Exclusions

As the year comes to a close, it’s a great time to review one of the simplest and most effective estate planning tools available: the Annual Gift Tax Exclusion. What Is the Annual Gift Tax Exclusion? The Annual Gift Tax Exclusion allows you to give up to $19,000...

|Nov 11, 2025

Maximizing College Savings with 529 Plans

Maximizing College Savings with 529 Plans

To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.

Jul 25, 2025

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