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Resources2020-05-13T15:19:33+00:00

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 [...]

By |August 7th, 2020|Categories: Blog|Tags: , |

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 [...]

By |July 22nd, 2020|Categories: Blog|Tags: , , |

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 [...]

By |July 6th, 2020|Categories: Blog|Tags: , , |
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Top 10 Financial Planning and Tax Issues for U.S. Expats in the UK

U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming. You are exclusively invited to a presentation designed to address the unique financial planning and tax issues currently facing American citizens living in the UK. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. This presentation addresses common issues encountered by American citizens living in the UK and provides an overview of compliant U.S./UK financial planning strategies. * Bonus Topic Impact of U.S. Election/UK Budget on Financial Planning

By |August 26th, 2020|Categories: In the News, Webinars|
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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 [...]

By |Categories: Whitepapers|Tags: , |

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 [...]

By |Categories: Whitepapers|Tags: , |

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 [...]

By |Categories: Whitepapers|Tags: |

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 [...]

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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 [...]

By |April 20th, 2020|Categories: Quarterly Review|Tags: , , , |

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 > [...]

By |January 28th, 2020|Categories: Quarterly Review|Tags: , , , |

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 [...]

By |October 30th, 2019|Categories: Quarterly Review|Tags: , , , |

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 [...]

By |July 18th, 2019|Categories: Quarterly Review|Tags: , , , |
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