Round Table Wealth Management Appoints Kimberly Sharp as Managing Director, Head of Wealth Services
Round Table Wealth Management, a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the hiring of Kimberly Sharp as Managing Director, Head of Wealth Services. Ms. Sharp's appointment highlights Round Table's commitment to exceptional client service and continued firm growth. "We are thrilled to have someone as dynamic [...]
Retirement Plans for Solo and Small Law Firms
Utilizing the correct tax advantaged retirement plan program at a small or solo law firm is an important long-term planning decision for attorneys. There are many tax, recruitment, and succession planning benefits to utilizing the correct law firm retirement plan. Attorneys are not alone in this [...]
Diminished Financial Security in a Coronavirus World: Insurance is One Way to Restore that Security
The Coronavirus pandemic has impaired the personal and business balance sheets of many clients and caused them to rethink their plans for the future. Uncertainty and a diminished sense of financial security have crept into plans for providing for survivor income, disability income, long-term care needs [...]
Working with a Fiduciary U.S. Expat Financial Advisor
Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client at heart. This is especially true in many international jurisdictions [...]
Qualified Charitable Distributions
The Tax Cut and Jobs Act of 2017 fundamentally changed the landscape of tax efficient charitable giving for investors and retirees. With the elimination of many miscellaneous itemized deductions, the implementation of a cap on state and local tax deductions at $10,000 (previously uncapped), and the [...]
Non-Profits Can Navigate the COVID-19 Crisis Using the CARES Act
As society remains isolated to combat the spread of COVID-19, this is leaving a crippling economic impact across our economy, creating operational difficulties for many non-profit organizations. In response, the government has passed a massive stimulus package, the CARES Act, to support both individuals and businesses [...]
Advanced Financial Planning Strategies for Accounting Firm Partners
Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.
Advanced Financial Planning Strategies for Law Firm Partners
Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.
Webinar: Top Ten Financial Planning Issues for Cross-Border Families in NY
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement
Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.
Webinar: U.S./U.K. Financial Planning Strategies
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
Coronavirus: Economy and Capital Markets
Providing an update on Round Table’s market outlook, Chief Investment Officer Robert Davis provides hope and clarity in our anxious times. Click below to listen to our latest podcast addressing the economy and capital markets in light of the COVID-19 pandemic.
This information should in no way be construed as investment advice or solicitation for investment advisory services.
Using Mortgage Interest to Fund Investments: The Interest Tracing Rules
Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the equity in their home represents a significant source of untapped [...]
Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?
Both brokers and investment advisors are licensed professionals who assist investors with their financial goals and objectives. Brokers are regulated by the Financial Industry Regulatory Authority (FINRA) while investment advisors are regulated by either the Securities and Exchange Commission (SEC) or their home state regulatory body, depending on the advisor’s [...]
Rising Rates: A Blessing in Disguise for Bond Holders
With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue to increase, it is only natural to assume that bond [...]
The Shortfalls of ETF Investing
Despite gaining widespread popularity, Exchange-Traded Funds (ETFs) are not an all-encompassing solution; they are just another “tool in the toolbox.” For the do-it-yourself investor, ETF investing has a variety of shortcomings and presents unique challenges: ETFs cannot help an investor determine the proper asset allocation The sheer size [...]
How Well Do You Know Your Advisor?
Chances are, if you are reading this you have an advisor. Someone who is making decisions on your investment portfolio and in whom you have placed a significant amount of trust. After all, we are talking about your future financial security, right? Well, my question to you is, how [...]
Getting Tipsy: Have We Reached the Tipping Point for TIPS?
Treasury Inflation Protected Securities (or “TIPS”) provide investors with a useful tool to manage inflation risk and preserve purchasing power. The unique properties of TIPS can make them an attractive investment; however, there are important considerations in determining if they are appropriate for a given investor. This paper examines [...]
Quarterly Review – Second Quarter 2020
First, we hope you and your family are happy, healthy and enjoying some return to normal life. We have all come very far since the onset of the pandemic and our collective strength and resolve to continue safe habits will see us through. TCapital markets rebounded strongly in the [...]
Quarterly Review – First Quarter 2020
First and foremost, we hope you and your families are safe and healthy. These are indeed unprecedented times and unprecedented actions are being taken to combat the societal and economic impact of the COVID-19 pandemic. As people across the U.S. practice social distancing and “sheltering in place,” we understand [...]
Quarterly Review – Fourth Quarter 2019
What a great year for investors! During 2019, capital markets erased the memory of 2018’s negative performances and moved on to record-setting index levels. In a complete turnaround, every asset class generated a positive return, whereas in 2018 nearly every asset class was at a loss. Read More > [...]
Quarterly Review – Third Quarter 2019
The third quarter of 2019 witnessed the Federal Reserve lower its Fed Funds Target Rate twice, with a cumulative reduction of 0.50% from 2.5% to 2.0%. The initial rate reduction on July 31st helped foster a fixed income rally that pushed the Barclay’s U.S. Aggregate Index up 2.6% in [...]
Quarterly Review – Second Quarter 2019
In the second quarter of 2019, capital markets continued their first quarter upward trajectory, albeit at a decelerated rate and with greater intra-month volatility. The S&P 500, which at the end of May was negative 2.6% quarter to date, ultimately recovered to a positive 4.3% return. Fixed income, as measured [...]
Quarterly Review – First Quarter 2019
In our fourth quarter letter, we advised clients to remain invested in the market despite the temptation to sell and go to cash. Since that time, the S&P 500 recouped much of the fourth quarter sell-off and closed the first quarter of 2019 2% below the all-time high that [...]