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Neuberger Wealth

@neubergerwealth

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Neuberger Wealth brings together the powerful combination of planning and investments in one boutique platform.

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Shannon Saccocia’s monthly commentary is now available! Read the full piece at the link in bio. 📝 by @neubergerwealth

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4 days ago

Trillions are shifting into women's hands, through inheritance, divorce and their own income, earnings and investments. The more interesting question may be what happens next.

Strategic giving and strong alliances can help turn that capital into lasting impact. A new era of philanthropic leadership may be taking shape.

To explore what this could mean, check out Aspire's "Women and Philanthropy: Asserting Leadership in a New Era" by Julia Chu, Head of Philanthropy and Family Governance Advisory. Link in bio. by @neubergerwealth

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22 days ago

Shannon L. Saccocia, CFA’s market commentary is now available!

In Short:

🧾Markets shrugged off Fed uncertainty and rising long-end yields on softer inflation and jobs data, with the S&P 500 gaining 2.7% for the month—its best August since 2021.

🧾Treasury and Fed policy are diverging, with Bessent expanding long-end buybacks to contain yields while Warsh continues to emphasize inflation risk.

🧾Portfolio positioning remains risk-on, with overweights in small caps, Japan and emerging markets, constructive views on credit and an overweight in commodities.

Read the full piece at the link in our bio. by @neubergerwealth

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a month ago

We recently gathered with friends at the Parrish Art Museum in Water Mill for a summer evening of art and connection. We were thrilled to be joined by artist @sanfordbiggers whose solo exhibition Drift is currently on view. We enjoyed cocktails, art tours, and flowers amidst the museum’s 14 beautiful acres of Long Island meadow.

We are grateful to everyone who joined us and look forward to ou next gathering! taken in Parrish Art Museum by @neubergerwealth

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2 months ago

Shannon Saccocia’s market commentary is now available! 📝 Read the full piece at the link in our bio. by @neubergerwealth

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2 months ago

We are honored to share that three remarkable colleagues, Holly Newman Kroft, Stephanie J. Stiefel, and Lisa Reed, have been recognized on the 2026 Barron’s Top 100 Women Financial Advisors list. 🏆 by @neubergerwealth

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3 months ago

Neuberger Wealth was delighted to be a part of the @cnbc Pro LIVE: Wealth for Women earlier this month — an event that brought together some of the most respected voices in finance to share real-world guidance on building long-term financial success.

Our own Shannon Saccocia was among the featured speakers, leading a session on demystifying multi-asset investing, a topic she brings to life every day in her work with clients at Neuberger Wealth. Hearing her speak alongside other top wealth advisor contributors and CNBC journalists was a reminder of the incredible talent we have on our team.

The energy in the room was something else. Driven, knowledgeable women coming together to talk about the things that matter most in investing. It was an inspiring day for everyone who attended. Thank you to everyone at CNBC for creating such a memorable event. taken in NASDAQ MarketSite by @neubergerwealth

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4 months ago

What a memorable evening at the newly reopened the @frickcollection !

We were grateful to welcome our clients and friends for an intimate, private Spring celebration surrounded by Old Masters, European sculpture and the timeless elegance of one of New York’s most storied Gilded Age mansions. Here’s to art, culture and the connections that make it all meaningful. taken in The Frick Collection by @neubergerwealth

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4 months ago

We were thrilled to partner with @mahjongpalace for an evening of tiles and connections. Rooted in centuries of tradition and embraced by a new generation of players, the game brought together clients and family members of all skill levels for lessons, gameplay, and great conversation. Much like long-term investing, Mahjong rewards strategy and patience — best practiced in good company.

Thank you to everyone who joined us! by @neubergerwealth

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5 months ago

See above for Shannon L. Saccocia, CFA’s key takeaways from today’s inflation report. 👆

Read the full #CIONotebook at the link in bio. by @neubergerwealth

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5 months ago

We maintain an overweight to global equities, and see compelling opportunities in front-end rates and investment grade credit, while private equity and credit sit at target amid AI disruption risks and refinancing pressures.

What are you watching most closely as we approach the second half of the year?

Read Shannon L. Saccocia, CFA’s full market commentary at the link in our bio. by @neubergerwealth

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5 months ago

Markets have been anything but quiet lately. From AI-driven volatility to Middle East tensions pushing energy prices higher, uncertainty has been the theme. But we’re not just watching the storm — we’re looking past it.

Our latest issue of Neuberger Wealth Aspire is out now — covering market views, public and private investments, estate planning, and philanthropy.

Read the full piece by clicking the link in our bio. by @neubergerwealth

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5 months ago