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.

The Great Divide

by Cameron Dawson, CFA® | April 3, 2026 | The Weekly Edge | 0 Comments

You inched yourself across the great divide...

3 Libras: A Triple Top for Growth vs. Value?

by Cameron Dawson, CFA® | Jan 5, 2024 | The Weekly Edge

We are watching closely (or pulling out our Libra Scales of Justice) for indications that Value’s early outperformance in 2024 could be setting up for a triple top in Growth vs. Value, meaning a period where Growth underperforms Value.

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.

Building Your Own Path: Next Generation Wealth Planning

Discover how the next generation can build independent wealth, align financial goals with values, and create a lasting family legacy.

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.

NewEdge Wealth Wealth Strategy Reading List

2025 Suggested Reading List, by our Wealth Strategy Team

Summer is the perfect time to grow your knowledge, along with your wealth. Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today.

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.

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