Loading...
Resources2022-01-25T21:15:35+00:00

“Capital Gains Rate: 20%, 25%, or 40%, should we care?”

House Democrats recently presented a preliminary tax proposal that is intended to help fund President Biden’s proposed $3.5 trillion dollar infrastructure package.  The current proposal targets high earners and corporations through increases in income taxes, corporate and business taxes, as well as estate taxes.  One update [...]

By |November 2nd, 2021|Categories: Blog|Tags: , , |

2021 Reconciliation Bill: Potential Tax Changes

With the 2022 Fiscal Year Federal Budget deadline of October 1st rapidly approaching, House Democrats presented a preliminary tax proposal targeting high earners, wealthy estates, and corporations to fund Biden’s proposed $3.5 trillion infrastructure spending package. While the proposal is significantly more moderate than some of the [...]

By |September 16th, 2021|Categories: Blog|Tags: , |

New Jersey Alimony

This is the eighth and final blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address alimony in New Jersey. A podcast version of this blog series [...]

By |September 3rd, 2021|Categories: Blog|Tags: , |

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 (c)(3) nonprofit (or their board members) can run into legal [...]

Wells Fargo U.S. Expat Brokerage Account Closure

At the beginning of 2021, Wells Fargo announced a reduction in service for international clients . The most significant changes are reported to occur on September 30, 2021.The most impacted Wells Fargo customers include U.S. citizens living abroad (U.S. Expats), green card holders returning to their [...]

Covid Or Policy: What’s Causing This Inflation Surge?

Round Table Wealth Management Director, Portfolio Advisor Steve Saunders was recently quoted in an article by Forbes discussing the cause of the recent increase in inflation. Due to the economic impacts of the coronavirus in 2020, economic data shows stark year-over-year changes that may not [...]

By |August 24th, 2021|Categories: In the News|Tags: , , |

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 |February 3rd, 2022|Categories: In the News, Webinars|

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 |October 11th, 2021|Categories: In the News, Webinars|

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 |August 30th, 2021|Categories: In the News, Webinars|

Getting Tipsy: Have We Reached the Tipping Point for TIPS?

 Treasury Inflation Protected Securities (or “TIPS”) provide investors with a useful tool to manage inflation risk and preserve purchasing power. The unique properties of TIPS can make them an attractive investment; however, there are important considerations in determining if they are appropriate for a given investor. This paper examines [...]

By |Categories: Whitepapers|Tags: |

Quarterly Review – First Quarter 2020

First and foremost, we hope you and your families are safe and healthy. These are indeed unprecedented times and unprecedented actions are being taken to combat the societal and economic impact of the COVID-19 pandemic. As people across the U.S. practice social distancing and “sheltering in place,” we understand [...]

By |April 20th, 2020|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Fourth Quarter 2019

What a great year for investors! During 2019, capital markets erased the memory of 2018’s negative performances and moved on to record-setting index levels. In a complete turnaround, every asset class generated a positive return, whereas in 2018 nearly every asset class was at a loss.  Read More > [...]

By |January 28th, 2020|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Third Quarter 2019

The third quarter of 2019 witnessed the Federal Reserve lower its Fed Funds Target Rate twice, with a cumulative reduction of 0.50% from 2.5% to 2.0%. The initial rate reduction on July 31st helped foster a fixed income rally that pushed the Barclay’s U.S. Aggregate Index up 2.6% in [...]

By |October 30th, 2019|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Second Quarter 2019

 In the second quarter of 2019, capital markets continued their first quarter upward trajectory, albeit at a decelerated rate and with greater intra-month volatility. The S&P 500, which at the end of May was negative 2.6% quarter to date, ultimately recovered to a positive 4.3% return. Fixed income, as measured [...]

By |July 18th, 2019|Categories: Quarterly Review|Tags: , , , |
Let’s Talk
Sign Up For Our Round Table Newsletter
Go to Top