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.

A Few Good Bonds

Introduction: Why Bonds? "My answer is I don't...

The Bonnie Banks o’ S&P

Annual outlook season has begun in earnest on Wall Street. Strategists from around the Street have started publishing their predictions for the S&P 500 next year, and though there are ample critiques about using single point estimates for markets , it is helpful to understand the logic and drivers behind these different takes on the market.

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.

NewEdge Wealth's 2026 Wealth Strategy Guide

2026 Wealth Strategy Guide

This whitepaper is designed to help you understand the current environment and conduct a financial “wellness check” as we enter 2026.

Feb 18, 2026

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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