News and Commentary

Edwin's Market Updates

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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.

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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.

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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.

December 20, 2024

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Janney’s 2025 Market Outlook

What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.

October 17, 2024

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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

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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.

Research & Insights

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

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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.

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Forbes Best-in-State Wealth Advisor 2024

Edwin Waingart has been recognized as a 2024 Best-in-State Wealth Advisor by Forbes.

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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.