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.

The Muppet Charts Carol

Though the initial critical reception of 1992’s The Muppet Christmas Carol was mixed (a thumbs down on Siskel & Ebert!), modern wisdom and taste have caught up to the precious pointedness of the pint-sized production, with the movie now being lauded as “the greatest Christmas film ever made”.

Charts to Watch for September

September is widely known to have the worst seasonal headwinds for the U.S. equity market, meaning returns in September have been the weakest on average of any month in the year. We expect U.S. large cap equities to continue to churn sideways, stuck in a range in the short-term of 4,300-4,600.

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

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.