Tag: In The Press

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. [...]

By |2019-09-18T21:38:21+00:00September 18th, 2019|In the News|Comments Off on New York Passes Best Interest Regs for Life Insurance

7 Hidden Costs of Retiring Abroad

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 [...]

By |2019-06-18T22:15:23+00:00October 12th, 2018|In the News|Comments Off on 7 Hidden Costs of Retiring Abroad

Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs

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 [...]

By |2019-07-15T21:43:44+00:00November 3rd, 2016|In the News|Comments Off on Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs

The Price of Gold and the Federal Reserve

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 [...]

By |2019-07-15T15:40:35+00:00September 16th, 2016|In the News|Comments Off on The Price of Gold and the Federal Reserve

Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows

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,” [...]

By |2019-07-15T22:10:19+00:00September 16th, 2016|In the News|Comments Off on Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows

7 Best ETF Picks: Investing Nimbly With Some Excitement Thrown In

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 [...]

By |2019-07-15T15:07:37+00:00June 10th, 2016|In the News|Comments Off on 7 Best ETF Picks: Investing Nimbly With Some Excitement Thrown In

To Hedge or Not to Hedge Your Portfolio, That’s Again The Question

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 [...]

By |2019-07-15T21:33:17+00:00May 27th, 2016|In the News|Comments Off on To Hedge or Not to Hedge Your Portfolio, That’s Again The Question

A Roth IRA Gift and Unexpected Trouble

A Roth IRA is a tax-free investment account which allows maximum annual contributions of $5,500 for 2015 & 2016 ($6,500 if you’re age 50 or older). These contributions are subject to income limitations, said Taylor Thomas, a certified financial planner [...]

By |2019-07-15T15:08:38+00:00May 17th, 2016|In the News|Comments Off on A Roth IRA Gift and Unexpected Trouble

What To Do When Your HELOC Expires

Taylor Thomas, Wealth Advisor and CFP® at Round Table Wealth Management, was quoted in a NJMoneyHelp.com article titled – “What To Do When Your HELOC Expires”, where he discusses important steps to take before expiration, such as... Please click HERE to read the full article [...]

By |2018-10-09T20:30:02+00:00May 12th, 2016|In the News|Comments Off on What To Do When Your HELOC Expires