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.

The Game Has Changed

Introduction: I’m Sure You Must Have a Lot Of...

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.

Learning to Give Before You Have to Decide

When selling their company, founders will have to make more consequential financial decisions in the 90 days before closing than in the previous decade. Who receives the proceeds? How much will the family keep? Which trusts to set up? Somewhere along the line, they may have to decide how they want to express their philanthropic values?

|Oct 13, 2026

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

Podcasts, Media Appearances & Webinars

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