How To Create a Budget — and Stick To It — This Year

Round Table Wealth Management Director, Wealth Advisor Eric Thompson was recently quoted in the Saving Money/Budgeting section of  GOBankingRates. He discusses a budgeting scenario that any family can use when deciding on a vacation.  Eric shares how every family member can contribute to an idea [...]

By |January 3rd, 2022|Categories: In the News|Tags: , , |

The Pros and Cons of Renting vs. Owning in Retirement

Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in a piece discussing the pros and cons of home ownership during retirement. Michael discusses the potential benefits of owning a home including states that offer property tax reductions or freezes for senior [...]

By |November 17th, 2021|Categories: In the News|Tags: , , |

“Capital Gains Rate: 20%, 25%, or 40%, should we care?”

House Democrats recently presented a preliminary tax proposal that is intended to help fund President Biden’s proposed $3.5 trillion dollar infrastructure package.  The current proposal targets high earners and corporations through increases in income taxes, corporate and business taxes, as well as estate taxes.  One update [...]

By |November 2nd, 2021|Categories: Blog|Tags: , , |
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Q4 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |October 11th, 2021|Categories: In the News, Webinars|

Value of Working With a Registered Investment Advisor

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.3 billion of assets.

By |August 30th, 2021|Categories: In the News, Webinars|

Q3 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |July 6th, 2021|Categories: In the News, Webinars|

Money and Mindset Mastery: 4 Steps to an Empowered Life

The way women interact with money and wealth is rapidly changing; they are demanding more involvement in their financial affairs and making much more educated decisions. You don’t want to be told what to do. You want a clear plan and to understand what you have and why you have it. This can sometimes leave you feeling overwhelmed and paralyzed. If this speaks to you, take a one-hour break from your busy schedule and come join our Women of Clarity™ group as they walk you through a unique dialogue with guest speaker, Nikki Gangemi and the CALM™ Method, a four-step exercise that helps harness control over emotions, get rid of unwanted thoughts and maintain a tranquil state of mind so you can move forward with ease!

By |April 28th, 2021|Categories: In the News, Webinars|
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Dividing Retirement Assets in Divorce with a Qualified Domestic Relations Order (QDRO)

Retirement assets are an important issue in any divorce proceeding. After the marital home, retirement assets often represent the largest category of marital assets to be divided in a divorce settlement.  These assets can include 401(k)s, 403(b)s, IRAs and pension benefits provided by an employer’s defined [...]

By |Categories: Whitepapers|Tags: , |

The Importance of U.S. Listed, UK Reporting Funds for U.S. Taxpayers in the UK

U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and UK tax laws on their investment portfolio. From a U.S. tax perspective, it is essential to invest using U.S. listed investments to avoid the complicated and tax costly U.S. passive foreign investment company (PFIC) tax regime. On the UK tax side, the HMRC reporting fund regulations further restricts tax-efficient options for U.S. taxpayers who are also UK tax residents.

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 [...]

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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Quarterly Review – Fourth Quarter 2021

Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, labor shortages, supply bottlenecks and the mutating COVID-19 virus. As [...]

By |January 26th, 2022|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Third Quarter 2021

As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew increased scrutiny in investors’ minds during September, contributing to heightened [...]

By |October 20th, 2021|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Second Quarter 2021

We hope you are enjoying summer! The “dog days of summer” were not discouraging the markets as they continued their upward trajectory with all major equity and fixed income indices generating positive performance for the quarter. As inflation concerns waned, growth equities rebounded and outperformed value-style investments by 6.7% [...]

By |August 4th, 2021|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – First Quarter 2021

Capital markets provided mixed returns during the first quarter as value-style indices advanced, growth-style indices lagged and fixed income markets declined. A confluence of factors is creating both tailwinds and headwinds in the markets: Approved stimulus measures and proposed infrastructure spending combined with expanding COVID-19 vaccine deployments and easing [...]

By |April 22nd, 2021|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Fourth Quarter 2020

We would like to first acknowledge and offer our heartfelt condolences and thoughts to those that lost loved ones or suffered economic hardship during this ongoing pandemic. It was a year like no other. Winston Churchill once said, “If you are going through hell, keep going.” We agree: stay safe, [...]

By |January 26th, 2021|Categories: Quarterly Review|Tags: , , , |
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