News and Commentary
Edwin's Market Updates
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.
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
2022 1st Quarter Market Update Recording
What will the theme of 2022 be? Will it be choppy? Edwin will cover three areas in this recording including 1) Stock market and valuations 2) Hot topics such as inflation, interest rates and the Federal Reserve 3) Summary of economic factors.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
2022 1st Quarter Market Update Recording
What will the theme of 2022 be? Will it be choppy? Edwin will cover three areas in this recording including 1) Stock market and valuations 2) Hot topics such as inflation, interest rates and the Federal Reserve 3) Summary of economic factors.
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