Round Table Wealth Management Director, Wealth Advisor Eric Thompson was recently quoted in the Saving Money/Budgeting section of GOBankingRates. He discusses a budgeting scenario that any family can use when deciding on a vacation. Eric [...]
Like many of our colleagues have experienced within the RIA industry, 2021 was a great year in terms of growth. As a result, Round Table Wealth Management is thrilled to announce the hiring of two new [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in US News & World Report discussing potential tax changes that may affect clients in 2022. Michael notes the potential of a tax [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in a piece discussing the pros and cons of home ownership during retirement. Michael discusses the potential benefits of owning a home including [...]
Round Table Wealth Management Director, Portfolio Advisor Steven Saunders was recently quoted in Talking Biz News about inflationary trends and expectations. Steven notes that while the higher input costs driving prices higher have been well [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted about establishing an estate plan. Michael notes the value of taking a holistic approach in coordinating beneficiaries across accounts, assets and estate documents. [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer has an in depth discussion with the Pennsylvania Institute of Certified Public Accountants (PICPA) regarding the preliminary proposal recently presented by U.S. House Democrats to fund [...]
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
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.
Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.3 billion of assets.