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Resources2019-04-04T15:56:23+00:00

Webinar: U.S./UK Financial Planning Strategies

WEBINAR: U.S./UK FINANCIAL PLANNING STRATEGIES May 21, 2019 • 1:00 PM London, UK Event Details 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. [...]

By |May 15th, 2019|Categories: In the News|

Tangible Opportunities in Emerging Markets

This past Tuesday, Round Table’s Chief Investment Officer Robert Davis had the pleasure of moderating a panel for the CFA Society of New York discussing Tangible Opportunities in Emerging Markets. The panel, comprised of prominent economists and investment managers on the forefront of emerging markets, discussed topics ranging from [...]

By |April 12th, 2019|Categories: In the News|Tags: |

Steven Giacona at TD Ameritrade’s LINC Conference

In an interview at TD Ameritrade's LINC conference, our founder and CEO, Steven Giacona, shares his thoughts on why he chose to start an RIA as well as offering advice to those looking to pursue a career in the industry.

By |April 9th, 2019|Categories: In the News|Tags: |

Personal Financial Health Seminar: U.S. Expats

Last week, Frederic Behrens, JD, CFP and Steven Giacona, CPA, MS, TEP had the pleasure of speaking to a captivated crowd at Chicago Booth MBA School’s London campus, sharing US/UK financial planning strategies to maximize American expats long-term, after-tax wealth potential. Both Frederic and Steven shared [...]

By |April 2nd, 2019|Categories: In the News|Tags: , , |

Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson

This may surprise you, but humans are not always rational in how we make financial decisions! In the past, economists thought that humans only looked at financial issues from an entirely rational perspective. However, in more recent years, a new awareness evolved from the intersection of economics and psychology [...]

By |March 27th, 2019|Categories: Blog|Tags: , |

TD Ameritrade LINC Conference

Speaking to a captivated crowd at TD Ameritrade’s LINC 2019, our own Marcia Paltenstein discussed technology to transform your business, and how to implement it. The session addressed various technologies that Round Table has implemented to put us on the cutting edge of investment advisory - improving both the [...]

By |February 19th, 2019|Categories: In the News|Tags: |
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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|

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: , |

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 [...]

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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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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 [...]

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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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Serving as a Trustee – What to Know

With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague or a friend to serve as trustee of the trust [...]

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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 [...]

By |April 24th, 2019|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Fourth Quarter 2018

Seven words describe the 2018 equity markets:  An escalator up and an elevator down!  The fourth quarter of 2018 proved to be challenging with the S&P 500 retracing more than it gained during the first nine months of the year.  It is perhaps this fact that makes the fourth [...]

By |January 28th, 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 – Second Quarter 2018

If you plan to drive to your summer vacation destination, it’s unlikely that you will set the cruise control at 70 mph and only decelerate upon arrival. Curves in the road, construction zones, and that slow driver that won’t get out of the left lane require us to moderate [...]

By |July 23rd, 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: , , , |

Quarterly Review – Fourth Quarter 2017

 Happy New Year! But to be honest, 2017 was pretty great! Nearly every asset class and global market was positive for the year. Looking forward, we don’t think the clock has struck midnight on this market just yet, and that’s not the champagne talking either! Corporate earnings in both [...]

By |January 23rd, 2018|Categories: Quarterly Review|Tags: , , , |
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