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

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 [...]

By |May 20th, 2020|Categories: Blog|Tags: , |

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

Those living, or soon-to-be-living in the United States, on a green card or U.S employment visa, face many financial, tax, and legal issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and [...]

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

The COVID-19 Correction: A Roth Conversion Opportunity of a Lifetime?

The Coronavirus-induced sell off in late Q1 2020 rattled investors globally. Markets are now trading at some of the lowest levels of the past three years and many investors are seeing their retirement account balances significantly smaller. Negative headlines surround investors daily, but there may be [...]

By |April 16th, 2020|Categories: Blog|Tags: , |

The CARES Act Key Provisions: Government Stimulus in Response to the COVID-19 Pandemic

The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates a series of relief measures to provide $2 trillion of financial stimulus in reaction to the current COVID-19 pandemic and the turmoil it has caused [...]

By |April 9th, 2020|Categories: Blog|Tags: , , , , |

International Tax Planning 101 and Mixed-Nationality Marriages

Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues.  As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, where planning is helpful to optimize a family’s global balance [...]

By |March 4th, 2020|Categories: In the News|Tags: , , |
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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.

By |March 22nd, 2020|Categories: Podcasts|Tags: , |

Coronavirus: Current State of Financial Markets

Below please find a message from Round Table Wealth Management founder and CEO, Steven Giacona, offering our perspective on the current state of financial markets and how we aim to navigate market volatility for our clients.

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

By |March 17th, 2020|Categories: Podcasts|Tags: , |

Coronavirus Market Volatility

Robert Davis, Partner and Chief Investment Officer at Round Table, discusses the market volatility related to Coronavirus, also known as COVID-19. Listen to Round Table’s take on the current market situation and how were addressing client portfolios.

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

By |March 9th, 2020|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 – 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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