Latest Investments & Planning Insights

Market Insights

Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.

Will There Be Blood?

Introduction: No Pain, No Gain (Literally) “What...

Here to Mars

Honey, it's in the stars And you're my everything from here to Mars “Here to Mars”, Coheed and Cambria   For the last 25 years, Coheed and Cambria have been releasing progressive rock concept albums that follow the story of The Amory Wars, a series of science...

A Few Good Bonds

Introduction: Why Bonds? "My answer is I don't have the first d*** clue." Just when investors thought it was safe to go back into the bond market, the Iran War and resulting inflationary concerns reversed the January-February decline in rates (rally in bond prices)...

Everything to Everyone

You do what you do, you say what you say You try to be everything to everyone You know all the right people You play all the right games “Everything to Everyone”, Everclear   Just as you would have had to live under a rock in the late-1990s to miss Everclear’s...

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.

The Wealth Planning Timeline: Age 50 & Beyond

Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.

|Aug 25, 2026

NYC Pied-à-terre Tax

Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.

|Aug 17, 2026

Life After Exit Featured Image

Life After Exit: Planning for What Comes Next

Introduction A successful business exit is one of the most significant financial events of an entrepreneur’s life. Yet for many founders, the transaction itself consumes so much attention that the question of what comes next goes unanswered until after the deal...

Jul 7, 2026

Podcasts, Media Appearances & Webinars

Cameron Dawson joins The David Lin Report

Cameron Dawson joins The David Lin Report

Cameron Dawson joined the David Lin Report podcast to break down market rotation away from tech, why earnings matter more than positioning, and how Fed policy, rates, and liquidity are shaping the current market cycle.

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ONWARD: Episode 14

ONWARD: Episode 14

This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.

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ONWARD: Episode 13

ONWARD: Episode 13

This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.

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