About Theodore Schneider

Theodore Schneider is a Director, Portfolio Advisor with Round Table Wealth Management Read Theodore 's Biography >

The Risk of Concentrated Stock vs. The Power of Diversification

"To the moon!” This has been the battle cry for speculative investors in recent years as they watched the vast array of cryptocurrency, meme stocks, and shares of fortune 500 companies continually push higher. However, in the frenzy to capitalize on the overly enthusiast market environment, many investors found themselves taking on increasing risk in one (or a handful) of individual stocks, coins, etc.

By |2022-08-10T15:16:16+00:00August 2nd, 2022|Blog, Investing|Comments Off on The Risk of Concentrated Stock vs. The Power of Diversification

3Q 2022 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 |2022-07-28T21:08:17+00:00July 12th, 2022|In the News, Webinars|Comments Off on 3Q 2022 Investment Outlook & Positioning

2Q 2022 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 |2022-04-20T20:43:17+00:00April 13th, 2022|In the News, Webinars|Comments Off on 2Q 2022 Investment Outlook & Positioning

2022 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 |2022-02-18T21:56:17+00:00February 3rd, 2022|In the News, Webinars|Comments Off on 2022 Investment Outlook & Positioning

Q4 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 |2021-10-29T19:00:16+00:00October 11th, 2021|In the News, Webinars|Comments Off on Q4 Investment Outlook & Positioning

A Guide to Investing for Non-Profit Organizations

For a non-profit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is complex and time consuming. Without the proper attention or expertise, a 501 [...]

By |2021-12-06T21:38:19+00:00August 26th, 2021|Blog|Comments Off on A Guide to Investing for Non-Profit Organizations

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

Non-Profits: Planned Giving Strategies for Donors

The outbreak of COVID-19 had a devastating impact across the world in 2020, but perhaps the impact has been felt the most by nonprofits and charitable organizations. Due to the stay-at-home restrictions and resulting economic consequences, [...]

By |2021-04-29T14:21:14+00:00April 28th, 2021|Blog|Comments Off on Non-Profits: Planned Giving Strategies for Donors
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