One of the most fundamental principles of portfolio theory is diversification. Diversification is a powerful risk management technique which spreads investments across different geographies, asset classes, or sectors. It lessens the impact any one investment can have on a [...]
Round Table Wealth Management was delighted to be a co-host of an actively attended luncheon themed “A Woman’s Worth” on Wednesday, April 26th at the beautiful Echo Lake Country Club in Westfield, NJ. RTWM’s Senior Director, Mariella Foley moderated [...]
Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into [...]
Federal estate taxes changed under the new tax law, resulting in substantially less taxes for individuals with estates greater than $5.49 million and couples with estates greater than $10.98 million. The Tax Cuts and Jobs Act more than doubles [...]
Rate Cuts, Deductions, AMT—these words are being tossed around a lot lately in the news headlines. Heated political opinions are flying back and forth claiming Trump policy will lead to tax cuts that benefit the rich or hurt the [...]
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 [...]
As a smart consumer waits for the product they plan to purchase to go on sale, so a smart investor should wait for the proper entry price and valuation to add an investment to their portfolio. An interesting study, [...]
RTWM recently completed their Spring educational seminar series. Covering a variety of key issues for the individual investor, attendees had the opportunity to hear firm Partners Steven Giacona, Robert Davis and Bruce Hyde as well as Senior Director Fran [...]
On May 11th, a few members from our staff here at RTWM participated in prepping and packing meals for Mobile Meals of Westfield. “It was a wonderful experience to help in the Mobile Meals process knowing that these meals [...]
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 [...]
