Round Table Wealth Management hosted an educational seminar at the beautiful Indian Trail Club in Franklin Lakes, NJ on March 22nd. Led by Director, Taylor Thomas, the event included presentations by RTWM's founder, Steven Giacona, Bruce Hyde, and Fran Hayes. [...]
On Tuesday, February 28th, Round Table Wealth Management attended the 2017 PASEsetter Awards Benefit held at Cipriani 42nd Street in New York City. The event honored those who have given outstanding service and leadership to the City's youth. PASE’s [...]
Treasury Inflation Protected Securities (or “TIPS”) provide investors with a useful tool to manage inflation risk and preserve purchasing power. The unique properties of TIPS can make them an attractive investment; however, there are important considerations in determining if [...]
Partners for Parks is an award-winning corporate volunteer program, offered by the Land Conservancy of New Jersey, that addresses the growing need for open space stewardship in our communities by providing corporations and civic groups with an opportunity to [...]
As a Wealth Advisor, I am constantly looking at the investment universe for profitable opportunities for my clients’ portfolios. Many clients are curious to know if adding an investment in gold to their portfolio would be a wise decision [...]
When we’re not busy managing investments or handling financial planning matters for our clients, the employees of Round Table Wealth Management can often be found giving back to the community by volunteering their time or participating in fundraising events. [...]
Among more than 600 Registered Investment Advisors throughout the U.S., who were included in Financial Advisor's "2016 RIA Survey & Ranking" To view the full list of 2016 rankings, please click HERE. To read FA's write-up, please click HERE. [...]
A Roth IRA is a tax-free investment account which allows maximum annual contributions of $5,500 for 2015 & 2016 ($6,500 if you’re age 50 or older). These contributions are subject to income limitations, said Taylor Thomas, a certified financial planner [...]
Taylor Thomas, Wealth Advisor and CFP® at Round Table Wealth Management, was quoted in a NJMoneyHelp.com article titled – “What To Do When Your HELOC Expires”, where he discusses important steps to take before expiration, such as... Please click HERE to read the full article [...]
Normally, when a capital asset — a stock, bond, artwork or real estate — is sold, the owner will owe capital gain taxes on the amount over which the selling price exceeds the purchase price, less any transactions [...]
