News and Commentary
Edwin's Market Updates
2026 Market Outlook
We’re happy to share Edwin’s latest 2026 Market Outlook recording, where he walks through the key themes shaping the markets this year. In this update, Edwin covers various themes such as the outlook for U.S. versus international stocks, the impact of the top 10 companies on market performance, and what history tells us about market pullbacks. He also shares insights on important indicators, the path of inflation, and how gold compares to the U.S. dollar.
2025 3rd Quarter Update
Wondering how recent changes in Washington and the markets could affect your financial plans? Give this update from Waingart Wealth Advisors a listen to stay informed and prepared for what may be ahead. In our latest market update, we break it all down: what the One Big Beautiful Bill Act (OBBBA) could mean for you and your money; a big-picture look at the economy and markets right now; and key policy priorities for the Trump administration and what to watch for next.
Meet the Team Video
Get to know the individuals who make up Waingart Wealth Advisors in this brief video
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
September 15, 2025
2025 3rd Quarter Update | Waingart Wealth Advisors | Greenville, SC | Janney
Catch up on what’s happening in the markets and why it matters to you. In this update, we start with a few highlights from the recently passed One Big Beautiful Bill Act, focusing on the parts we feel are most relevant. From there, we’ll take a look at what’s going on with the U.S. market and economy, then dive into some updated thoughts on the major priorities of the Trump Administration.
For any questions or if you wish to discuss this further, please reach out to any members of our team.
https://advisor.janney.com/waingartwealthadvisors/news-and-commentary/edwin's-market-updates/2025-3rd-quarter-update/
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Edwin Waingart named to the 2025 Forbes Best-in-State Advisors List
Edwin Waingart, CFP®, CIMA®, CEPA® has earned his spot on the 2025 Forbes Best-in-State Advisors List
Edwin's April 7, 2025 Market Volatility Update
Edwin's comments about the recent market action over the last week (3.5 minutes).
2025 Market Outlook Update
Happy New Year! In this latest update, Edwin will discuss three hot topics including a general market and economic overview, the incoming Trump Administration agenda, and market dynamics around fixed income.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
