Tag: In The Press

China Review: Economic Risks & Recommendation

As volatility heightened over the last year across global markets, China has come under the spotlight as a key source of global turmoil. During the past year we have indicated that China’s economic situation has become increasingly precarious, however, [...]

By |2019-07-15T21:30:14+00:00April 26th, 2016|In the News|Comments Off on China Review: Economic Risks & Recommendation

The Producers

The bright lights of Broadway have been turning the heads of a growing number of high-net-worth individuals (HNWIs) over the past few years.  But with only one in five productions breaking even on the big stage, how can investors [...]

By |2018-10-09T20:39:15+00:00April 25th, 2016|In the News|Comments Off on The Producers

Tax Savings When You Sell A Home

Normally, when a capital asset — a stock, bond, artwork or real estate — is sold, the owner will owe capital gain taxes on the amount over which the selling price exceeds the purchase price, less any transactions [...]

By |2018-10-09T21:38:41+00:00March 18th, 2016|In the News|Comments Off on Tax Savings When You Sell A Home

Sick of Fees? Consider An Online Bank

Taylor Thomas, Wealth Advisor and CFP® at Round Table Wealth Management, was quoted in a NJ Money Help article titled – “Sick of Fees?  Consider an Online Bank”, where he provides his insight on the pros and cons of using an online bank [...]

By |2019-07-15T15:44:13+00:00March 9th, 2016|In the News|Comments Off on Sick of Fees? Consider An Online Bank

Round Table Identifies Trio of Growth Prospects

Steven Giacona, CPA and Managing Member of Round Table Wealth Management, was featured in a Private Asset Management article, titled - "Round Table Identifies Trio of Growth Prospects". This article introduces Round Table's top M&A prospect locations and [...]

By |2019-07-15T15:34:37+00:00March 1st, 2016|In the News|Comments Off on Round Table Identifies Trio of Growth Prospects

529 Plans and Risk-Free College Savings

"Unfortunately, there is no free lunch when investing" said Taylor Thomas, a Certified Financial Planner and Wealth Advisor with Round Table Wealth Management. Learn more of Thomas' insight into the risk vs return when investing in 529 college savings plans, [...]

By |2019-07-15T15:06:53+00:00February 4th, 2016|In the News|Comments Off on 529 Plans and Risk-Free College Savings

Round Table Wealth Management Announces Appointment of Francis A. Hayes, Jr. as Director, Strategic Relationships

Round Table Wealth Management, a global wealth and investment management firm headquartered in Westfield, NJ, today announced the hiring of Francis A. Hayes, Jr., CFP as Director-Strategic Relationships. Mr. Hayes' appointment underscores the firm's commitment to raising the bar [...]

By |2019-07-15T21:35:26+00:00January 21st, 2016|In the News|Comments Off on Round Table Wealth Management Announces Appointment of Francis A. Hayes, Jr. as Director, Strategic Relationships

Market Rout Starts 2016 Off On Wrong Foot

Robert Davis, CFA, Partner and Chief Investment Officer at Round Table Wealth Management was featured in The Wall Street Journal, in an article titled, “Market Rout Starts 2016 Off on Wrong Foot”, where he shares his advice on how to handle the [...]

By |2019-07-15T15:47:12+00:00January 19th, 2016|In the News|Comments Off on Market Rout Starts 2016 Off On Wrong Foot

New Jersey-Headquartered Wealth, Investment Advisor Opens Doors In New York

Round Table Wealth Management was featured in a Family Wealth Report article titled, "New Jersey-headquartered Wealth, Investment Advisor Opens Doors In New York", which highlights the firm's newly appointed partner, Bruce A. Hyde, CPA, Wealth Advisor, as well as the [...]

By |2019-07-15T21:41:17+00:00January 15th, 2016|In the News|Comments Off on New Jersey-Headquartered Wealth, Investment Advisor Opens Doors In New York

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

In The Wall Street Journal article, titled "Voices: Serving International Clients Is a Growing Market", Steven Giacona, Partner & CEO of Round Table Wealth Management, addresses the benefits and new opportunities that open up when non-U.S. citizens seek out [...]

By |2019-07-15T22:10:34+00:00December 15th, 2015|In the News|Comments Off on Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows