Developing a Pension Maximization Strategy
This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is a benefit to including life insurance as part of the [...]
Single Life vs. Joint & Survivor Pension Payout Options
This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is a benefit to including life insurance as part of the [...]
The PFIC Problem
Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to consider when moving abroad. No matter how many years someone has spent outside the United States, a U.S. citizen or a current green card [...]
International Estate Planning: Five Key Issues to Consider
In today’s interconnected world, cross-border estate planning is an important issue for global families. This is especially true when one or more individuals is a U.S. citizen or green card holder. A coordinated international estate plan is essential for families that face the possibility [...]
What Should U.S. Taxable Investors Know About FATCA and CRS?
When investing outside of the United States, U.S. taxable investors must now confront multiple new international tax laws. This includes the U.S. Foreign Account Tax Compliance Act (FATCA) law and the Organization for Economic Co-operation and Development (OECD) Common Reporting Standard (CRS). Both laws [...]
Five Common Questions on 529 College Savings Plans
Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 years.1 Fortunately, there are tax-efficient ways to save for college [...]
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.
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.
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]