Tag: In The Press

Tangible assets are the physical things companies or individuals own that have monetary value

Portfolio Advisor Steven Saunders helped to define and explain Tangible Assets in the Personal Finance section of Business Insider. "Anything that you can hold or touch could be considered a tangible asset," Saunders said. Seeing [...]

By |2022-04-22T22:09:34+00:00March 22nd, 2022|Uncategorized|Comments Off on Tangible assets are the physical things companies or individuals own that have monetary value

The Great Resignation or Great Retirement?

Mariella Foley wrote an article for Rethinking65 that touches on areas every advisor should consider when talking to clients who are considering a job change or retirement. Check out her 6 financial positions to with [...]

By |2022-04-22T22:10:25+00:00March 22nd, 2022|Uncategorized|Comments Off on The Great Resignation or Great Retirement?

5 Financial Issues Only Women Face

Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read [...]

By |2022-04-22T22:11:38+00:00March 16th, 2022|Divorce, Women of Clarity|Comments Off on 5 Financial Issues Only Women Face

Become a Millionaire in 10 Years (or Less) With These 10 Expert-Approved Tips

Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in GOBankingRates. He provides an expert strategy for meeting your savings goals. Click here to read the full article: Become a Millionaire in 10 [...]

By |2022-04-22T22:11:59+00:00March 3rd, 2022|Uncategorized|Comments Off on Become a Millionaire in 10 Years (or Less) With These 10 Expert-Approved Tips

Talking Biz News: Inflation Commentary

Round Table Wealth Management Director, Portfolio Advisor Steven Saunders was recently quoted in Talking Biz News about inflationary trends and expectations. Steven notes that while the higher input costs driving prices higher have been well [...]

By |2022-04-22T22:22:48+00:00November 5th, 2021|Uncategorized|Comments Off on Talking Biz News: Inflation Commentary