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 [...]
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 [...]
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 [...]
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 [...]
On December 19th, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was passed as part of a year-end spending bill. This recently passed legislation will impact how retirement plans work for many individuals and companies. The effective date for the new law is January [...]
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 [...]
Please join us for a brief webinar titled “Optimizing the Franchise Sale” Thursday, February 27th at 1:00 PM (EST)
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.
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.
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 […]
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
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 […]
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 [...]
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 [...]
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 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 [...]
For children born this year, the expected cost of attending four years at a public university has reached a staggering $250,000, and that projection continues to rise at a rate of almost twice that of inflation. 1 For many wealthy families, funding a child’s or grandchild’s college education [...]
On June 26, 2015, the Supreme Court of the United States (“SCOTUS”) ruled in a 5-4 decision that the right to marry is a fundamental right under the Fourteenth Amendment.1 In Obergefell v. Hodges, the Court states that “[t]he limitation of marriage to opposite-sex couples may long have [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]