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Resources2019-07-17T16:27:56+00:00

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 [...]

By |June 25th, 2019|Categories: Blog|Tags: , |

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 [...]

By |June 25th, 2019|Categories: Blog|Tags: , , |

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 [...]

By |June 25th, 2019|Categories: Blog|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|

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 [...]

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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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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: , , , |

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: , , , |
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