BOCA Magazine, February 2021 – Steven Giacona Feature Article
Round Table Wealth Management’s Founder & CEO, Steven Giacona was recently interviewed by BOCA Magazine where he shared insights regarding his firm's holistic approach to multi-generational wealth planning and how that truly differentiates it from competitors. Please reach out to Steven (http://bit.ly/2QKhuPC) if you should have any questions or [...]
Round Table Wealth Management proudly announces the hiring of Rich Policastro as President
Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the expansion of its Boca Raton, Florida Office.
School for Startups Radio – Bruce Hyde Interview
Round Table’s Bruce Hyde was recently a guest speaker on School for Startups Radio where he shared insights on the economy and taxation for 2021. Please reach out to Bruce (http://bit.ly/2QKhuPC) if you should have any questions or want to discuss the topic in greater detail! Click Here to listen [...]
Planning for Retirement – Preparing a Portfolio Withdrawal Plan
This paper is the third of a series addressing retirement planning issues. In the first part, we discussed how to prepare a retirement cash flow forecast. In the second part, we discussed how to prepare a portfolio for the transition years from working through retirement. In [...]
What is New York’s Estate Tax Cliff? (2021)
As part of Tax Cut and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $11.7 million per individual or $23.4 million per couple (for 2021). As a result, many families are no longer subject to this federal estate tax due to the high estate tax exemption amounts. However, several individual states impose their own estate or death taxes, and many have much lower estate tax exemption thresholds.
Round Table Wealth Management Announces Expansion Of Their Florida Office
Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the expansion of its Boca Raton, Florida Office.
Maximizing Investment and Tax Savings through Cash Balance Plans
Please join us for a brief webinar titled “Maximizing Investment and Tax Savings through Cash Balance Plans” Thursday, March 25th at 3:00 PM (EST)
Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021
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 $1.1 billion of assets.
Women of Clarity Taking Financial Control in 2021: Q1
Whether you are a young mother, career woman, entrepreneur, trusting wife, divorcee, or widow – chances are you share the same concerns: Do I have enough? Will my money last? How can I feel more confident with my money?
2020 Year-End U.S./UK Tax Planning
U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming.
Women of Clarity “The Power of Purpose” 3-Part Webinar Series
“The Power of Purpose” is a three-part Financial Webinar Series meant to serve as a casual connecting platform for women. It has been created with all of you in mind: those who are still hesitant of taking the first step towards organizing your finances and finding purpose, all the way up to those who have the experience and knowledge in the field but simply want to rekindle it and embrace a fresh perspective.
Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners
Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Taylor Thomas, 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 $1.1 billion of assets.
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 [...]
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 [...]
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, [...]
Quarterly Review – Third Quarter 2020
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was [...]
Quarterly Review – Second Quarter 2020
First, we hope you and your family are happy, healthy and enjoying some return to normal life. We have all come very far since the onset of the pandemic and our collective strength and resolve to continue safe habits will see us through. Capital markets rebounded strongly in the [...]
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 [...]
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 > [...]
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 [...]