Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues. As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, [...]
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 [...]
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. [...]
Round Table’s Frederic Behrens was recently quoted in US News & World Report discussing the hidden costs of retiring abroad. If you’re a US citizen looking to retire abroad, this article highlights some key points to address. Please reach out [...]
Steven Giacona, Partner & CEO of Round Table Wealth Management, was recently quoted in an Investment News article titled: "Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs". He offered his insights on the acquisition and how it could benefit the TD [...]
As a Wealth Advisor, I am constantly looking at the investment universe for profitable opportunities for my clients’ portfolios. Many clients are curious to know if adding an investment in gold to their portfolio would be a wise decision [...]
Steven Giacona, Partner & CEO of Round Table Wealth Management, was recently quoted in an Investment News article titled: "Financial-advice firms see record 2015 earnings yet slowest growth since the crisis, study shows". “Compliance costs are a big deal to the industry,” [...]
Among more than 600 Registered Investment Advisors throughout the U.S., who were included in Financial Advisor's "2016 RIA Survey & Ranking" To view the full list of 2016 rankings, please click HERE. To read FA's write-up, please click HERE. [...]
Robert Davis, CFA, Partner and Chief Investment Officer at Round Table Wealth Management was featured in Investor's Business Daily, in an article titled, “7 Best ETF Picks: Investing Nimbly With Some Excitement Thrown In”, where he offers his views into the areas [...]
Robert Davis, CFA, Partner and Chief Investment Officer at Round Table Wealth Management was featured in Investor's Business Daily, in an article titled, “To Hedge or Not to Hedge Your Portfolio, That's Again The Question”, where he shares his insight on Currency [...]
