News and Commentary
Edwin's Market Updates
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.
2023 First Quarter Market Update
In this update, Edwin covers the U.S. Stock Market, The Federal Reserve, money supply, interest rates, and the recent stress on banks. He will also discuss economic indicators and what they show may be ahead.
2022 End-of-Year Market Update
We’re putting a close to 2022. In this recording, Edwin provides a stock market update and history of bear markets. He will also cover inflation, and the Federal Reserve’s interest rate policy. Additional topics include the bond market and employment indicators.
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Edwin Waingart Named as a 2023 Forbes Best-in-State Wealth Advisor
FORBES BEST-IN-STATE WEALTH ADVISOR AWARD Edwin Waingart, CIMA®, CFP®, Executive Vice President / Investments, Financial Advisor of Waingart Wealth Advisors has been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Edwin on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Edwin sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Edwin at Janney.”
2022 Mid-Year Market Update Recording
Edwin will cover and provide his perspective on these 4 topics during the recording 1) Stock market and valuations 2) Inflation, and the Federal Reserve 3) Economic watch 4) Four-year Presidential, mid-term election year pattern
Edwin Waingart Named as a 2022 Forbes Best-In-State Wealth Advisor
FORBES BEST-IN-STATE AWARD Edwin Waingart, Executive Vice President / Investments, Financial Advisor, was named to the Forbes 2022 Best-In-State Wealth Advisors list. "Congratulations to Edwin for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Edwin represents the best of our industry,” said Jerry Lombard, President, Private Client Group.