News and Commentary
Edwin's Market Updates
2024 Summer Market Update Recording
We hope you are enjoying the summer! Edwin's latest recording includes a stock and bond market update, review of overall market influencers, and the upcoming election and government control history. Please contact us if you have questions or want to discuss this further.
2024 January Market Update
Edwin is kicking off the new year with his predictions and whether or not we have a “soft landing.” He will discuss the Federal Reserve, economy, employment indicators, the bond market, and U.S. politics.
2023 Summer Market Update
We hope everyone is having a great summer. For this update, Edwin will talk about the U.S. Stock Market, The Federal Reserve, money supply, and interest rates. He will also discuss economic indicators and what they show may be ahead.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2024 Summer Market Update Recording
We hope you are enjoying the summer! Edwin's latest recording includes a stock and bond market update, review of overall market influencers, and the upcoming election and government control history. Please contact us if you have questions or want to discuss this further.
Forbes Best-in-State Wealth Advisor 2024
Edwin Waingart has been recognized as a 2024 Best-in-State Wealth Advisor by Forbes.
2024 January Market Update Recording
Edwin is kicking off the new year with his predictions and whether or not we have a “soft landing.” He will discuss the Federal Reserve, economy, employment indicators, the bond market, and U.S. politics.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
