Category: In the News

School for Startups Radio – Bruce Hyde Interview

Round Table’s Bruce Hyde was recently a guest speaker on School for Startups Radio where he shared insights on the economy and taxation for 2021. Please reach out to Bruce (http://bit.ly/2QKhuPC) if you should have any questions or want to [...]

By |2021-02-23T21:22:13+00:00February 23rd, 2021|In the News|Comments Off on School for Startups Radio – Bruce Hyde Interview

Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021

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 $1.1 billion of assets.

By |2022-01-24T14:22:55+00:00February 10th, 2021|In the News, Webinars|Comments Off on Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021

Slim Democratic Senate Majority May Test Biden Tax Plans

Round Table’s Founder and CEO Steven Giacona was recently quoted in Law360 discussing anticipated stimulus measures by the newly elected Democratic majority in the legislature. Please reach out to Steven if you should have any questions or want to [...]

By |2021-02-18T16:51:22+00:00January 10th, 2021|In the News|Comments Off on Slim Democratic Senate Majority May Test Biden Tax Plans

Women of Clarity “The Power of Purpose” 3-Part Webinar Series

“The Power of Purpose” is a three-part Financial Webinar Series meant to serve as a casual connecting platform for women. It has been created with all of you in mind: those who are still hesitant of taking the first step towards organizing your finances and finding purpose, all the way up to those who have the experience and knowledge in the field but simply want to rekindle it and embrace a fresh perspective.

By |2020-12-16T21:38:57+00:00November 10th, 2020|In the News, Webinars|Comments Off on Women of Clarity “The Power of Purpose” 3-Part Webinar Series

Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Taylor Thomas, 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 $1.1 billion of assets.

By |2020-10-22T17:26:25+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners

Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners

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 $1.1 billion of assets.

By |2022-01-24T14:25:35+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners

Financial Planning and Insurance Issues for Professionals who Work with Global Families

The 2020 election and the COVID-19 pandemic have coincided to create a unique opportunity for high net worth individuals. With current valuation discounts at relative highs and interest rates at all time lows, significant opportunities exist to transfer wealth to future generations.

By |2022-01-24T14:21:27+00:00October 8th, 2020|In the News, Webinars|Comments Off on Financial Planning and Insurance Issues for Professionals who Work with Global Families
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