Tag: Investment Management

Coronavirus: Economy and Capital Markets

Providing an update on Round Table’s market outlook, Chief Investment Officer Robert Davis provides hope and clarity in our anxious times. Click below to listen to our latest podcast addressing the economy and capital markets in light of the [...]

By |2020-03-23T20:13:09+00:00March 22nd, 2020|Podcasts|Comments Off on Coronavirus: Economy and Capital Markets

Coronavirus: Current State of Financial Markets

Below please find a message from Round Table Wealth Management founder and CEO, Steven Giacona, offering our perspective on the current state of financial markets and how we aim to navigate market volatility for our clients. This information should [...]

By |2020-03-17T17:41:32+00:00March 17th, 2020|Podcasts|Comments Off on Coronavirus: Current State of Financial Markets

Coronavirus Market Volatility

Robert Davis, Partner and Chief Investment Officer at Round Table, discusses the market volatility related to Coronavirus, also known as COVID-19. Listen to Round Table’s take on the current market situation and how were addressing client portfolios. This information [...]

By |2020-03-09T19:15:36+00:00March 9th, 2020|Podcasts|Comments Off on Coronavirus Market Volatility

Quarterly Review – Fourth Quarter 2019

What a great year for investors! During 2019, capital markets erased the memory of 2018’s negative performances and moved on to record-setting index levels. In a complete turnaround, every asset class generated a positive return, whereas in 2018 nearly every [...]

By |2020-01-28T17:38:16+00:00January 28th, 2020|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2019

Quarterly Review – Third Quarter 2019

The third quarter of 2019 witnessed the Federal Reserve lower its Fed Funds Target Rate twice, with a cumulative reduction of 0.50% from 2.5% to 2.0%. The initial rate reduction on July 31st helped foster a fixed income rally [...]

By |2019-10-30T15:29:34+00:00October 30th, 2019|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2019

U.S. Repurchase Market

The repurchase market (or “repo market” as it is commonly referred to) is one of the largest markets in the world with over $2 trillion of daily transactions. It underpins much of the financial system, impacting [...]

By |2019-09-25T14:25:39+00:00September 24th, 2019|Blog|Comments Off on U.S. Repurchase Market

Quarterly Review – Second Quarter 2019

 In the second quarter of 2019, capital markets continued their first quarter upward trajectory, albeit at a decelerated rate and with greater intra-month volatility. The S&P 500, which at the end of May was negative 2.6% quarter to date, [...]

By |2019-07-18T22:02:41+00:00July 18th, 2019|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2019

Quarterly Review – First Quarter 2019

In our fourth quarter letter, we advised clients to remain invested in the market despite the temptation to sell and go to cash. Since that time, the S&P 500 recouped much of the fourth quarter sell-off and closed the [...]

By |2019-06-20T18:07:50+00:00April 24th, 2019|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2019

Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson

This may surprise you, but humans are not always rational in how we make financial decisions! In the past, economists thought that humans only looked at financial issues from an entirely rational perspective. However, in more recent years, a [...]

By |2019-07-15T14:33:40+00:00March 27th, 2019|Blog|Comments Off on Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson

Quarterly Review – Fourth Quarter 2018

Seven words describe the 2018 equity markets:  An escalator up and an elevator down!  The fourth quarter of 2018 proved to be challenging with the S&P 500 retracing more than it gained during the first nine months of the [...]

By |2019-02-19T19:48:47+00:00January 28th, 2019|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2018