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.

MacArthur Park Suite

Click Here to Listen to the Audio Version Spring was never waiting for us tillIt ran one step aheadAs we followed in the dance. “McArthur Park Suite”, Donna Summer Everything is relative. Those who have trudged their way through this year’s brutal northeast winter...

Fake Plastic Trees

Click Here to Listen to the Audio Version If I could be who you wanted, all the time… “Fake Plastic Trees”, Radiohead One of the most devastatingly pining lyrics in 90’s alt music is the last utterances in Radiohead’s 1995 “Fake Plastic Trees”, where a worn out Thom...

Kevin Warsh, Kevin Warsh, Kevin Warsh 2

“Go ahead. Make my millennium.” The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then. This is running counter to President Trump’s transparent...

Kevin Warsh, Kevin Warsh, Kevin Warsh

“Go ahead. Make my millennium.” The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then. This is running counter to President Trump’s transparent...

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.