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 rates, increasing long-term capital gains rates on high earners and [...]
Non-Profits: Planned Giving Strategies for Donors
The outbreak of COVID-19 had a devastating impact across the world in 2020, but perhaps the impact has been felt the most by nonprofits and charitable organizations. Due to the stay-at-home restrictions and resulting economic consequences, fundraising efforts for nonprofits and charitable organizations have been greatly [...]
Preparing for a “Work From Home” Tax Mess
There are roughly 1.6 million residents from the tri-state area that commute to New York City on a daily basis, with many of those residents crossing state lines before arriving at their office. Given the global COVID-19 pandemic and the initial concentration of the virus in [...]
Economic Outlook: The Light at the End of the Economic Tunnel
U.S. Economic Growth Projections We believe the light at the end of the economic tunnel gets brighter by the day as vaccine deployment ramps-up and stimulus measures are approved. U.S. economic growth projected by the Philadelphia Fed's Survey of Professional Forecasters is [...]
BOCA Magazine, February 2021 – Steven Giacona Feature Article
Round Table Wealth Management’s Founder & CEO, Steven Giacona was recently interviewed by BOCA Magazine where he shared insights regarding his firm's holistic approach to multi-generational wealth planning and how that truly differentiates it from competitors. Please reach out to Steven (http://bit.ly/2QKhuPC) if you should have any questions or [...]
Round Table Wealth Management proudly announces the hiring of Rich Policastro as President
Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the expansion of its Boca Raton, Florida Office.
Maximizing Investment and Tax Savings through Cash Balance Plans
Please join us for a brief webinar titled “Maximizing Investment and Tax Savings through Cash Balance Plans” Thursday, March 25th at 3:00 PM (EST)
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.
Women of Clarity Taking Financial Control in 2021: Q1
Whether you are a young mother, career woman, entrepreneur, trusting wife, divorcee, or widow – chances are you share the same concerns: Do I have enough? Will my money last? How can I feel more confident with my money?
2020 Year-End U.S./UK Tax Planning
U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming.
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.
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.
How Well Do You Know Your Advisor?
Chances are, if you are reading this you have an advisor. Someone who is making decisions on your investment portfolio and in whom you have placed a significant amount of trust. After all, we are talking about your future financial security, right? Well, my question to you is, how [...]
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 [...]
Serving as a Trustee – What to Know
With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague or a friend to serve as trustee of the trust [...]
The Hidden Tax Consequences of Mutual Fund Investing
As bull markets develop, many investors are lured by the low volatility and cheery market sentiment. However, as rallies stretch over a number of years, as they have recently, a hazard emerges for investors seeking to invest in mutual funds. First-time investors purchasing shares bear the risk of inheriting [...]
UBTI: The Hidden Tax for the Tax-Exempt
With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue to increase, it is only natural to assume that bond [...]
Life Insurance Problems and Solutions: A “Non-Agent” Perspective
Life insurance can be an important component of a comprehensive financial plan. However, problems related to life insurance can arise for a variety of reasons: client needs and tax laws may have changed; policy performance may not have met expectations; or the client may have purchased policies without fully [...]
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 [...]
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 [...]
Quarterly Review – First Quarter 2019
In our fourth quarter letter, we advised clients to remain invested in the market despite the temptation to sell and go to cash. Since that time, the S&P 500 recouped much of the fourth quarter sell-off and closed the first quarter of 2019 2% below the all-time high that [...]
Quarterly Review – Fourth Quarter 2018
Seven words describe the 2018 equity markets: An escalator up and an elevator down! The fourth quarter of 2018 proved to be challenging with the S&P 500 retracing more than it gained during the first nine months of the year. It is perhaps this fact that makes the fourth [...]
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 [...]
Quarterly Review – Second Quarter 2018
If you plan to drive to your summer vacation destination, it’s unlikely that you will set the cruise control at 70 mph and only decelerate upon arrival. Curves in the road, construction zones, and that slow driver that won’t get out of the left lane require us to moderate [...]