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.

Mid-Year Outlook: The Metallica Market

You might be surprised to learn that the market...

2022 Mid-Year Fixed Income Update

Recession alarm bells have been ringing louder after the U.S. economy shrank for the second straight quarter. 2022 stands as the worst year on record for bonds leading some investors to pile into municipal debt because it is considered safe.

Playbook for Market Volatility

Periods of market volatility always raise two questions: how much further down do we have to go and what actions should we take in response? Unfortunately, the former cannot be known with certainty and is outside of our control; however, the latter is within our control.

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.

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

Trump Accounts: Building Tax-Free Wealth from Day One

Trump Accounts: Building Tax-Free Wealth from Day One

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.

Apr 14, 2026

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

Podcasts, Media Appearances & Webinars

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