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

Top 7 Estate Planning Considerations for US/UK Families

U.S. citizens living in the UK face many obstacles to successfully growing and protecting their wealth. A major concern for many families is estate planning between the two countries. These cross-border financial planning and international tax issues are complex but do not have to be overwhelming. This webinar will address common estate planning issues encountered by American citizens living in the UK and provide an overview of several compliant U.S./UK planning strategies.

By |2022-03-16T19:25:03+00:00February 25th, 2022|In the News, Webinars|Comments Off on Top 7 Estate Planning Considerations for US/UK Families

2022 Financial Planning and Investment Considerations 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 over twenty years ago and now manages in excess of $1.53 billion of assets.

By |2022-02-25T17:51:05+00:00February 9th, 2022|In the News, Webinars|Comments Off on 2022 Financial Planning and Investment Considerations for Law Firm Partners

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