The Behavior and Performance of Today’s Economy. A discussion with Chief Economist Mickey D. Levy, PhD
Dr. Mickey Levy of Berenberg Capital Markets. Dr. Levy will share timely insights on the behavior of today’s economy and performance outcomes.
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.
BOCA Magazine, February 2021 – Steven Giacona Feature Article
Round Table Wealth Management’s Founder & CEO, Steven Giacona was recently interviewed by BOCA Magazine where he shared insights regarding his firm's holistic approach to multi-generational wealth planning and how that truly differentiates it from competitors. Please reach [...]
Slim Democratic Senate Majority May Test Biden Tax Plans
Round Table’s Founder and CEO Steven Giacona was recently quoted in Law360 discussing anticipated stimulus measures by the newly elected Democratic majority in the legislature. Please reach out to Steven if you should have any questions or want to [...]
A Macroeconomic View of the 2020 Election and Portfolio Strategies
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 the upcoming US presidential election.
Coronavirus: Current State of Financial Markets
Below please find a message from Round Table Wealth Management founder and CEO, Steven Giacona, offering our perspective on the current state of financial markets and how we aim to navigate market volatility for our clients. This information should [...]
Domicile vs. Tax Residency: What is domicile and how do you change it?
As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017 that limited state and local tax deductions to $10,000, many clients, particularly [...]
Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs
Steven Giacona, Partner & CEO of Round Table Wealth Management, was recently quoted in an Investment News article titled: "Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs". He offered his insights on the acquisition and how it could benefit the TD [...]
Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows
Steven Giacona, Partner & CEO of Round Table Wealth Management, was recently quoted in an Investment News article titled: "Financial-advice firms see record 2015 earnings yet slowest growth since the crisis, study shows". “Compliance costs are a big deal to the industry,” [...]
The Producers
The bright lights of Broadway have been turning the heads of a growing number of high-net-worth individuals (HNWIs) over the past few years. But with only one in five productions breaking even on the big stage, how can investors [...]