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 – Fourth Quarter 2021

Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, [...]

By |2022-01-26T20:56:39+00:00January 26th, 2022|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2021

Quarterly Review – Third Quarter 2021

As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew [...]

By |2021-10-20T22:11:21+00:00October 20th, 2021|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2021

Q4 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |2021-10-29T19:00:16+00:00October 11th, 2021|In the News, Webinars|Comments Off on Q4 Investment Outlook & Positioning

Quarterly Review – Second Quarter 2021

We hope you are enjoying summer! The “dog days of summer” were not discouraging the markets as they continued their upward trajectory with all major equity and fixed income indices generating positive performance for the quarter. As inflation concerns [...]

By |2021-09-09T19:30:20+00:00August 4th, 2021|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2021

Q3 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |2021-07-16T15:52:28+00:00July 6th, 2021|In the News, Webinars|Comments Off on Q3 Investment Outlook & Positioning

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