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Resources2019-12-05T20:10:23+00:00

Selling Your Franchise Business: Steps to Optimize the Outcome

Selling a franchise business is more than simply waiting for investment bankers to negotiate the highest sales price.  Like any business endeavor, establishing sound goals and objectives in addition to tax efficiency requires strategic planning well in advance of a business transaction.  In this article, we [...]

By |February 21st, 2020|Categories: Blog|Tags: , |

Three RTWM Wealth Advisors Recognized as Five Star Wealth Managers

Round Table is proud to announce that Mariella Foley, Michael Fischer, and Taylor Thomas have been recognized as Five Star Wealth Managers by New Jersey Monthly. The Five Star Wealth Manager Award recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials [...]

By |February 5th, 2020|Categories: In the News|Tags: , |

Round Table Wealth Management Appoints New Partner and COO

Mariella Foley is a Partner and a Wealth Advisor with Round Table Wealth Management. Marcia Paltenstein is the Chief Operating Officer and a Wealth Advisor at Round Table Wealth Management Round Table Wealth Management (RTWM) proudly announces the appointment of Mariella Foley as a firm [...]

By |January 30th, 2020|Categories: In the News|Tags: , |

Planning for a Retirement Abroad

Frederic Behrens, Wealth Advisor, recently published an article about American citizens retiring abroad in Trust & Estates Magazine. Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined [...]

By |December 18th, 2019|Categories: In the News|Tags: , , |

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 |December 3rd, 2019|Categories: Blog|Tags: , , |
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Financial Planning for Accounting Firm Partners

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.

By |November 11th, 2019|Categories: In the News, Webinars|

Financial Planning 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.

By |October 16th, 2019|Categories: In the News, Webinars|

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 […]

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

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: , , , |
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