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Resources2020-05-13T15:19:33+00:00

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

Those living, or soon-to-be-living in the United States, on a green card or U.S employment visa, face many financial, tax, and legal issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and [...]

By |May 7th, 2020|Categories: Blog|Tags: , , |

The COVID-19 Correction: A Roth Conversion Opportunity of a Lifetime?

The Coronavirus-induced sell off in late Q1 2020 rattled investors globally. Markets are now trading at some of the lowest levels of the past three years and many investors are seeing their retirement account balances significantly smaller. Negative headlines surround investors daily, but there may be [...]

By |April 16th, 2020|Categories: Blog|Tags: , |

The CARES Act Key Provisions: Government Stimulus in Response to the COVID-19 Pandemic

The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates a series of relief measures to provide $2 trillion of financial stimulus in reaction to the current COVID-19 pandemic and the turmoil it has caused [...]

By |April 9th, 2020|Categories: Blog|Tags: , , , , |

International Tax Planning 101 and Mixed-Nationality Marriages

Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues.  As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, where planning is helpful to optimize a family’s global balance [...]

By |March 4th, 2020|Categories: Blog|Tags: , , , |

Selling Your Franchise Business: Steps to Optimize the Outcome

Selling a franchise business is more than simply waiting for investment bankers to negotiate the highest sales price.  Like any business endeavor, establishing sound goals and objectives in addition to tax efficiency requires strategic planning well in advance of a business transaction.  In this article, we [...]

By |February 21st, 2020|Categories: Blog|Tags: , |
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Coronavirus: Current State of Financial Markets

Below please find a message from Round Table Wealth Management founder and CEO, Steven Giacona, offering our perspective on the current state of financial markets and how we aim to navigate market volatility for our clients.

This information should in no way be construed as investment advice or solicitation for investment advisory services.

By |March 17th, 2020|Categories: Podcasts|Tags: , |

Coronavirus Market Volatility

Robert Davis, Partner and Chief Investment Officer at Round Table, discusses the market volatility related to Coronavirus, also known as COVID-19. Listen to Round Table’s take on the current market situation and how were addressing client portfolios.

This information should in no way be construed as investment advice or solicitation for investment advisory services.

By |March 9th, 2020|Categories: Podcasts|Tags: , |

Financial Planning for Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |November 11th, 2019|Categories: In the News, Webinars|

Financial Planning for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. 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 billion of assets.

By |October 16th, 2019|Categories: In the News, Webinars|
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Quarterly Review – Third Quarter 2018

Here’s a party we can all agree on… U.S. equity markets had a fantastic quarter, with the S&P 500 rising 7.7%, nearly tripling the return of the index’s first-half return of 2.6%! Driven by year-over-year quarterly earnings growth between 20%-25%, the market embraced equities and pushed the index to [...]

By |October 19th, 2018|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – First Quarter 2018

First quarter market gyrations demonstrated the extremes of investor sentiment from the “fear of missing out” tothe “fear of losing.” The former was evidenced in January, with a 5.8% rise in the S&P 500 followed by the latter inFebruary with an intra-month market correction of over 10%. While the February [...]

By |April 16th, 2018|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Fourth Quarter 2017

 Happy New Year! But to be honest, 2017 was pretty great! Nearly every asset class and global market was positive for the year. Looking forward, we don’t think the clock has struck midnight on this market just yet, and that’s not the champagne talking either! Corporate earnings in both [...]

By |January 23rd, 2018|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Third Quarter 2017

 A market in motion stays in motion…unless acted upon by an unbalanced force.1 We suspect this is how Sir Isaac Newton, as a 21st century market strategist, would view the current capital market trends. Global equity and fixed income markets continued their 2017 upward trajectory during the quarter. The [...]

By |October 16th, 2017|Categories: Quarterly Review|Tags: , , , |
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