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 [...]
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 [...]
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 [...]
Coronavirus Market Volatility
Robert Davis, Partner and Chief Investment Officer at Round Table, discusses the market volatility related to Coronavirus, also known as COVID-19. Listen to Round Table’s take on the current market situation and how were addressing client portfolios. This information [...]
Selling Your Franchise Business: Steps to Optimize the Outcome
Selling a franchise business is more than simply waiting for investment bankers to negotiate the highest sales price. Like any business endeavor, establishing sound goals and objectives in addition to tax efficiency requires strategic planning well [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]