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.

I’m Not Ok (I Promise)

What will it take to show you that it’s not the life it seems? (I’m not okay) My Chemical Romance, “I’m Not Ok (I Promise)” U.S. consumers are acting pretty emo these days. (For those of you who do not have the pleasure of knowing what emo is, it is short for...

The Usual Suspects

Introduction 2026’s bumpy start is a good reminder that when markets are priced to perfection, they can be sensitive to “imperfect” events. Geopolitical events and fast-approaching policy changes are clouding the global outlook. Concerns about fiscal sustainability...

The Masterplan

All we know is that we don’t know Oasis, “The Masterplan” Of the things from 2025 that we would like to see more of in 2026, at the top of the list is Oasis reunion concerts (maybe with even more B-side cuts, like those included on the band’s The Masterplan 1998...

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.