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Resources2019-10-10T15:07:34+00:00

Domicile vs. Tax Residency: What is domicile and how do you change it?

As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017 that limited state and local tax deductions to $10,000, many clients, particularly residents of high-tax states such as New Jersey, New York, [...]

By |September 24th, 2019|Categories: Blog|Tags: , , |

Mutual Funds vs. ETFs

If you are new to the investing world, you might find the prospect of choosing individual stocks and bonds to be incredibly time consuming and complex. You may have personal connections to certain brands, but how can you decide whether purchasing Amazon, McDonald's, or Nike stock [...]

By |September 19th, 2019|Categories: Blog|Tags: |

New York Passes Best Interest Regs for Life Insurance

The financial services industry is attempting to move away from harmful sales practices toward more customer-friendly standards. Much has been written about the Securities and Exchange Commission's Regulation Best Interest adopted in June 2019 that governs the sale of investments. In the annuity and life insurance markets, New York Department [...]

By |September 18th, 2019|Categories: In the News|Tags: , , |
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Divorce and Finances

Mariella Foley, Wealth Advisor at Round Table, begins her Women of Clarity podcast series – aimed to inspire women to become more involved in planning for their financial future.

In this kickoff series, Mariella had the pleasure of sitting down with Chuck Vuotto, who is of counsel with Starr, Gern, Davison & Rubin, and is past chair of the family law section of the New Jersey State Bar. Together, they discuss common topics centered around divorce regarding alimony, taxes in divorce, the marital home, starting over and re-building personal credit post-divorce.

CHARLES F. VUOTTO, JR., ESQ

Charles F. Vuotto, Jr. is a Roseland, NJ family lawyer with over 30 years’ experience in divorce & family law, child custody & time sharing, child support, alimony, mediation and arbitration.  Charles is a past chair of the family law section of the New Jersey State Bar Association and 2016 winner of the Saul Tischler Award.

This information should in no way be construed as investment advice or solicitation for investment advisory services.

By |September 27th, 2019|Categories: Podcasts|Tags: , |

The 12 Trillion Dollar Gorilla: A Discussion on China’s Economy

In this podcast, Robert Davis, Chief Investment Officer at Round Table, dives into the Chinese economic and investment landscape with Andy Rothman, a Chinese Investment Strategist for Matthews Asia, an Asia-focused investment management firm. Our phone conversation with Andy Rothman touches on many relevant current events, including the U.S.-China trade dispute and China’s debt situation. Listen in to gain valuable insight into what drives the ever-growing Chinese economy and the long-term investment opportunities the country presents.

Andy Rothman
Investment Strategist, Matthews Asia

Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. Prior to joining Matthews Asia, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. Embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He is a proficient Mandarin speaker.

The following information is being provided to us by a third party and should not be construed as the opinion of Round Table Wealth Management. This information should in no way be construed as investment advice or solicitation for investment advisory services.

By |April 4th, 2019|Categories: Podcasts|

Hacking the Investment World: A Discussion on Cyber Security

Robert Davis, Chief Investment Officer at Round Table, had the pleasure of sitting down with Eddie Doyle, the Head of Global Customer Engagement at Check Point Software, to discuss the prevalence of cyber security in today’s everyday landscape and what investment opportunities are present as a result. We were grateful to have had Eddie join us and believe you will enjoy their insightful conversation.

Eddie Doyle
ETFMG Ambassador, HACK
Head of Global Customer Engagement, Check Point Software

Eddie’s background in cybersecurity is extensive and he has positioned himself as a leading expert in the space. Eddie works with corporations to identify risks and emerging threats posed to people, assets & interests around the world. Eddie enables industry professionals to anticipate, identify, measure & mitigate those threats the world over. Eddie is recognized to have a very practical understanding of security risks that is different from conventional thinking & through supervising the conversation between Check Point Software, enterprise organizations, the global threat landscape analysis of cyber-security & cyber-terrorism, he is regularly featured as a security expert in leading media outlets & analysis, via keynote addresses, panel discussions & interviews.

The following information is being provided to us by a third party and should not be construed as the opinion of Round Table Wealth Management. This information should in no way be construed as investment advice or solicitation for investment advisory services.

By |February 7th, 2019|Categories: Podcasts|

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 [...]

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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 [...]

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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 – 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: , , , |

Quarterly Review – Third Quarter 2018

Here’s a party we can all agree on… U.S. equity markets had a fantastic quarter, with the S&P 500 rising 7.7%, nearly tripling the return of the index’s first-half return of 2.6%! Driven by year-over-year quarterly earnings growth between 20%-25%, the market embraced equities and pushed the index to [...]

By |October 19th, 2018|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – First Quarter 2018

First quarter market gyrations demonstrated the extremes of investor sentiment from the “fear of missing out” tothe “fear of losing.” The former was evidenced in January, with a 5.8% rise in the S&P 500 followed by the latter inFebruary with an intra-month market correction of over 10%. While the February [...]

By |April 16th, 2018|Categories: Quarterly Review|Tags: , , , |
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