News and Commentary

Edwin's Market Updates

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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.

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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.

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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.

March 03, 2026

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Retirement Planning for Women

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

February 02, 2026

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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

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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.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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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

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Edwin's April 7, 2025 Market Volatility Update

Edwin's comments about the recent market action over the last week (3.5 minutes).

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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.