At last month's Westfield Town Council meeting, Round Table Wealth Management had the pleasure of being recognized by Green Westfield as a sustainable business. Round Table received a medallion for their efforts in reducing plastic waste [...]
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
This past Tuesday, Round Table’s Chief Investment Officer Robert Davis had the pleasure of moderating a panel for the CFA Society of New York discussing Tangible Opportunities in Emerging Markets. The panel, comprised of prominent economists and investment managers [...]
In an interview at TD Ameritrade's LINC conference, our founder and CEO, Steven Giacona, shares his thoughts on why he chose to start an RIA as well as offering advice to those looking to pursue a career in the [...]
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 [...]
Last week, Frederic Behrens, JD, CFP and Steven Giacona, CPA, MS, TEP had the pleasure of speaking to a captivated crowd at Chicago Booth MBA School’s London campus, sharing US/UK financial planning strategies to maximize American [...]
Speaking to a captivated crowd at TD Ameritrade’s LINC 2019, our own Marcia Paltenstein discussed technology to transform your business, and how to implement it. The session addressed various technologies that Round Table has implemented to put us on [...]
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 [...]
Many people are familiar with the term “stock market,” but few actually understand what a stock market is, as well as its role in the economy. A stock market generally refers to an exchange where investors buy and sell [...]
The end of 2018 is fast approaching. Thanksgiving flew by, and now it’s time to make sure holiday presents and plans are set as we gear up for cold weather and special times with family and friends. It’s a [...]
