About Robert Davis

Robert Davis is a Partner and the Chief Investment Officer of Round Table Wealth Management. Read Robert's Biography >
CFA, CAIA - Partner, CIO

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 [...]

By |2021-04-22T14:36:21+00:00April 22nd, 2021|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2021

Navigating Today’s Economic And Policy Environment For Investing With Chief Economic Strategist Dr. Mickey Levy

A virtual discussion featuring famed economist Dr. Mickey Levy. Round Table Wealth Management invites you to our discussion series hosted by Steven J. Giacona, and Robert Davis. Dr. Levy will share his macroeconomic insights on navigating today's economic and policy environment for investing.

By |2021-04-02T13:59:28+00:00March 19th, 2021|In the News, Webinars|Comments Off on Navigating Today’s Economic And Policy Environment For Investing With Chief Economic Strategist Dr. Mickey Levy

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 [...]

By |2021-01-26T16:58:47+00:00January 26th, 2021|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2020

A Macroeconomic View of the 2020 Election and Portfolio Strategies

A virtual discussion featuring famed economist Dr. Mickey Levy. Round Table Wealth Management invites you to our discussion series hosted by Steven J. Giacona, and Robert Davis. Dr. Levy will share his macroeconomic insights on the upcoming US presidential election.

By |2020-10-01T21:30:11+00:00September 8th, 2020|In the News, Webinars|Comments Off on A Macroeconomic View of the 2020 Election and Portfolio Strategies

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 [...]

By |2020-10-22T13:23:28+00:00July 23rd, 2020|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2020

Our Economic Masks

After several months of sheltering in place, you may have begun to venture out in these early stages of the “re-opening”.  Knowing the virus is still out there, you covered your face with a mask, put [...]

By |2020-05-20T16:33:36+00:00May 18th, 2020|Blog|0 Comments

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 [...]

By |2020-05-01T17:16:57+00:00April 20th, 2020|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2020

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 [...]

By |2020-03-23T20:13:09+00:00March 22nd, 2020|Podcasts|Comments Off on Coronavirus: Economy and Capital Markets