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.

Do the Evolution

In many ways, recent macro and market data resembles Pearl Jam’s cooling of energy, whether we are looking at labor data or equity market leadership and returns. Of course, the biggest question facing investors is if this slowing and cooling of data “does the evolution” into outright weakness for the economy and markets.

There’s No Place Like the U.S. Housing Market

Poor affordability is a large part of the story of poor home sales growth this year. But it’s not the whole story. No other segment of the U.S. economy has experienced a stranger landing than the U.S. housing market. So, let’s fly over the rainbow and explore what’s happening and how it informs our outlook.

Slow Hands

Despite the pleas and pricing for swift action to resolve being behind the curve, it’s now more likely the Fed will move with “Slow Hands” as it begins to ease policy in September.

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.

Maximizing College Savings with 529 Plans

Maximizing College Savings with 529 Plans

To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.

The Keys to the Castle – Buying a Home

The Keys to the Castle – Buying a Home

Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.