Category: In the News

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

Value of Working With a Registered Investment Advisor

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.

By |2022-01-24T14:11:32+00:00August 30th, 2021|In the News, Webinars|Comments Off on Value of Working With a Registered Investment Advisor

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

Will More IRS Funding Boost Wealthy Client Audits?

Round Table Wealth Management Partner, Chief Compliance Officer, and Wealth Advisor Bruce Hyde was recently quoted in an article by U.S. News & World Report discussing the recently released ProPublica documents about high net worth [...]

By |2021-07-06T21:43:50+00:00July 1st, 2021|In the News|Comments Off on Will More IRS Funding Boost Wealthy Client Audits?

Keep Eye on Biden Tax Plan When Financial Planning

Round Table Wealth Management's Michael Fischer recently published an article with the Pennsylvania Institute of CPAs discussing many of the Biden administration's tax proposals including changes to federal estate tax exemptions, increases to marginal tax [...]

By |2021-05-04T13:50:52+00:00May 4th, 2021|In the News|Comments Off on Keep Eye on Biden Tax Plan When Financial Planning