About Steven Saunders

Steven Saunders is a Director, Portfolio Advisor with Round Table Wealth Management. Read Steven's Biography >

Q3 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |2021-07-16T15:52:28+00:00July 6th, 2021|In the News, Webinars|Comments Off on Q3 Investment Outlook & Positioning

U.S. Repurchase Market

The repurchase market (or “repo market” as it is commonly referred to) is one of the largest markets in the world with over $2 trillion of daily transactions. It underpins much of the financial system, impacting [...]

By |2019-09-25T14:25:39+00:00September 24th, 2019|Blog|Comments Off on U.S. Repurchase Market

Market Capitalization: What are Large Cap and Small Cap Stocks?

Your financial advisor may mention that your portfolio includes small cap stocks or large cap stocks. Understanding the difference is an important aspect of managing potential risks and expected returns for your investments. The world of equity investing can [...]

By |2019-10-21T19:00:59+00:00March 1st, 2019|Investing, Women of Clarity|Comments Off on Market Capitalization: What are Large Cap and Small Cap Stocks?

Rising Rates: A Blessing in Disguise for Bond Holders

With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]

By |2019-07-15T21:43:29+00:00April 30th, 2018|Whitepapers|Comments Off on Rising Rates: A Blessing in Disguise for Bond Holders

UBTI: The Hidden Tax for the Tax-Exempt

With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]

By |2019-07-15T20:09:42+00:00February 3rd, 2016|Whitepapers|Comments Off on UBTI: The Hidden Tax for the Tax-Exempt