Reviewing your Permanent Life Insurance Policy: Don’t Neglect this Asset on your Balance Sheet

Why Is an Insurance Review Needed? Permanent (cash value) life insurance can be a significant asset on a personal balance sheet—yet it is often the most neglected asset for two reasons. First, it is commonly misunderstood due to limited transparency and a lack of understanding as [...]

By |October 24th, 2019|Categories: Blog|Tags: , |

New York Passes Best Interest Regs for Life Insurance

The financial services industry is attempting to move away from harmful sales practices toward more customer-friendly standards. Much has been written about the Securities and Exchange Commission's Regulation Best Interest adopted in June 2019 that governs the sale of investments. In the annuity and life insurance markets, New York Department [...]

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

Hacking the Investment World: A Discussion on Cyber Security

Robert Davis, Chief Investment Officer at Round Table, had the pleasure of sitting down with Eddie Doyle, the Head of Global Customer Engagement at Check Point Software, to discuss the prevalence of cyber security in today’s everyday landscape and what investment opportunities are present as a result. We were grateful to have had Eddie join us and believe you will enjoy their insightful conversation.

Eddie Doyle
ETFMG Ambassador, HACK
Head of Global […]

By |February 7th, 2019|Categories: Podcasts|
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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: , , , |

Quarterly Review – First Quarter 2017

 The “Trump Rally” continued through the first quarter with most asset classes, both domestic and international, generating strong, risk-adjusted returns. The rally’s underlying support is in part due to investors “pricing-in” near certain approval of Trump’s stated policy initiatives (healthcare, tax, foreign profits, infrastructure and military). But the rally [...]

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