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 [...]
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 [...]
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 [...]
