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...

Comedown

Equity markets stumbled on Friday as investors learned that euphoria does, in fact, have a comedown, but we think Mr. Rossdale would agree with us that this comedown is a healthy and good development for this bull market.

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)...

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

ONWARD: Episode 16

ONWARD: Episode 16

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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