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. This will be a 45 minute presentation followed up by a Q&A session.
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 [...]
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 [...]
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 [...]
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 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 [...]
Steven Giacona, CPA and Managing Member of Round Table Wealth Management, was featured in a Private Asset Management article, titled - "Round Table Identifies Trio of Growth Prospects". This article introduces Round Table's top M&A prospect locations and [...]
In The Wall Street Journal article, titled "Voices: Serving International Clients Is a Growing Market", Steven Giacona, Partner & CEO of Round Table Wealth Management, addresses the benefits and new opportunities that open up when non-U.S. citizens seek out [...]
If you're newly retired or nearing retirement, chances are you've looked at your current living situation and wondered if the grass is greener somewhere else, whether down the street or across the country. During the last recession, many [...]
