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: , |

Three RTWM Wealth Advisors Recognized as Five Star Wealth Managers

Round Table is proud to announce that Mariella Foley, Michael Fischer, and Taylor Thomas have been recognized as Five Star Wealth Managers by New Jersey Monthly. The Five Star Wealth Manager Award recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials [...]

By |February 5th, 2020|Categories: In the News|Tags: , |

Considerations for U.S. Taxpayers with Non-U.S. Pension Plans and Non-U.S. Retirement Accounts

Many American expats or green card holders living in the United States own foreign pension plans and non-U.S. retirement accounts. Participation in non-U.S. pension plans may be mandatory when living in another country and employers often contribute as part of total compensation. Individuals enjoying local country [...]

By |February 2nd, 2020|Categories: Blog|Tags: , , |

Round Table Wealth Management Appoints New Partner and COO

Mariella Foley is a Partner and a Wealth Advisor with Round Table Wealth Management. Marcia Paltenstein is the Chief Operating Officer and a Wealth Advisor at Round Table Wealth Management Round Table Wealth Management (RTWM) proudly announces the appointment of Mariella Foley as a firm [...]

By |January 30th, 2020|Categories: In the News|Tags: , |

Planning for a Retirement Abroad

Frederic Behrens, Wealth Advisor, recently published an article about American citizens retiring abroad in Trust & Estates Magazine. Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined [...]

By |December 18th, 2019|Categories: In the News|Tags: , , |
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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|

Divorce and Finances

Mariella Foley, Wealth Advisor at Round Table, begins her Women of Clarity podcast series – aimed to inspire women to become more involved in planning for their financial future.

In this kickoff series, Mariella had the pleasure of sitting down with Chuck Vuotto, who is of counsel with Starr, Gern, Davison & Rubin, and is past chair of the family law section of the New Jersey State Bar. Together, they discuss […]

By |September 27th, 2019|Categories: Podcasts|Tags: , |

The 12 Trillion Dollar Gorilla: A Discussion on China’s Economy

In this podcast, Robert Davis, Chief Investment Officer at Round Table, dives into the Chinese economic and investment landscape with Andy Rothman, a Chinese Investment Strategist for Matthews Asia, an Asia-focused investment management firm. Our phone conversation with Andy Rothman touches on many relevant current events, including the U.S.-China trade dispute and China’s debt situation. Listen in to gain valuable insight into what drives the ever-growing Chinese economy and the […]

By |April 4th, 2019|Categories: Podcasts|
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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: , , , |

Quarterly Review – Second Quarter 2017

 Is Goldilocks back in town? During the previous economic cycle (2003-2007), Wall Street referred to the U.S. economy as the “Goldilocks Economy” …not too hot, not too cold, just right. It was also during this time that market risk metrics, such as volatility, were low. Presently, investors find themselves [...]

By |July 18th, 2017|Categories: Quarterly Review|Tags: , , , |
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