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”.

Bull, Bear, or Duck?

As we look into the back half of 2023, we can foresee a scenario where the market behaves like a duck. On the surface, the market may appear to be making little movement, plodding sideways, while under the surface we could see dynamic churning and rotations of market leadership.

Party in the U.S.A.

Another week, another string of better than expected data in the U.S., suggesting that forecasts for economic growth in the second half of 2023 remain far too low. It’s a growth party in the U.S.A.

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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