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.

I Want My S&P (500)

The U.S. equity market’s long-term resilience is no accident. Domestic firms benefit from operating in the world’s most dynamic economy and represent a wide range of industries. This has helped companies generate reliably strong earnings growth across seasons and cycles, and it has created internal market diversification in periods of sharp rotations (when many country indexes driven by just one or two industries often falter).

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

Articles, Webinars & Media Appearances

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