How To Set Up An Estate Plan

Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted about establishing an estate plan. Michael notes the value of taking a holistic approach in coordinating beneficiaries across accounts, assets and estate documents. Michael also notes the importance of starting the estate planning [...]

By |November 1st, 2021|Categories: In the News|Tags: , , |

House Democrats’ Spending Plan and Its Effect on Taxation

Round Table Wealth Management Director, Wealth Advisor Michael Fischer has an in depth discussion with the Pennsylvania Institute of Certified Public Accountants (PICPA) regarding the preliminary proposal recently presented by U.S. House Democrats to fund President Joe Biden’s $3.5 trillion spending package. As part of [...]

By |October 27th, 2021|Categories: In the News|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 [...]

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Navigating Today’s Economic And Policy Environment For Investing With Chief Economic Strategist Dr. Mickey Levy

A virtual discussion featuring famed economist Dr. Mickey Levy. Round Table Wealth Management invites you to our discussion series hosted by Steven J. Giacona, and Robert Davis. Dr. Levy will share his macroeconomic insights on navigating today's economic and policy environment for investing.

By |March 19th, 2021|Categories: In the News, Webinars|

International Estate Planning Strategies

Come join guest speaker Kevin E Packman, partner at Holland & Knight and our very own Frederic Behrens JD, CFP® and Marianne Rodriguez CFP® as they navigate throughout some of the most common issues when it comes to international estate planning. This presentation will be structured around multiple real-life planning examples.

By |March 11th, 2021|Categories: In the News, Webinars|

Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021

We believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term potential tax policy changes that a Biden administration may implement. This webinar provides a broad overview of several tax, financial planning, and investment strategies we feel are important in 2021.

By |March 9th, 2021|Categories: In the News, Webinars|

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.

By |February 10th, 2021|Categories: In the News, Webinars|
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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: |
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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: , , , |
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