Tag: Investment Management

Quarterly Review – Fourth Quarter 2021

Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, [...]

By |2022-01-28T13:41:57+00:00January 26th, 2022|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2021

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

“Capital Gains Rate: 20%, 25%, or 40%, should we care?”

House Democrats recently presented a preliminary tax proposal that is intended to help fund President Biden’s proposed $3.5 trillion dollar infrastructure package.  The current proposal targets high earners and corporations through increases in income taxes, corporate [...]

By |2021-11-02T20:17:16+00:00November 2nd, 2021|Blog|Comments Off on “Capital Gains Rate: 20%, 25%, or 40%, should we care?”

Quarterly Review – Third Quarter 2021

As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew [...]

By |2021-10-20T22:11:21+00:00October 20th, 2021|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2021

A Guide to Investing for Non-Profit Organizations

For a non-profit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is complex and time consuming. Without the proper attention or expertise, a 501 [...]

By |2021-12-06T21:38:19+00:00August 26th, 2021|Blog|Comments Off on A Guide to Investing for Non-Profit Organizations

Wells Fargo U.S. Expat Brokerage Account Closure

At the beginning of 2021, Wells Fargo announced a reduction in service for international clients . The most significant changes are reported to occur on September 30, 2021.The most impacted Wells Fargo customers include U.S. citizens [...]

By |2021-08-25T15:43:16+00:00August 24th, 2021|Blog|Comments Off on Wells Fargo U.S. Expat Brokerage Account Closure

Quarterly Review – Second Quarter 2021

We hope you are enjoying summer! The “dog days of summer” were not discouraging the markets as they continued their upward trajectory with all major equity and fixed income indices generating positive performance for the quarter. As inflation concerns [...]

By |2021-09-09T19:30:20+00:00August 4th, 2021|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2021

Virtual Currency: Basic Concepts and Taxation Essentials

Virtual currencies represent an innovation in financial services, products and technology that has the potential to support a more efficient and transparent global commerce by proposing lower transaction costs and rapid availability of cash. In spite of the aforementioned benefits, before engaging in virtual currency transactions, investors should have a clear understanding of what they are, how they can be utilized and what are some of the tax ramifications to U.S. taxpayers. This article addresses a few of the basic concepts of virtual currencies, such as blockchain and mining, as well as how the Internal Revenue Service (IRS) treats the most common virtual currency transactions.

By |2021-07-16T13:27:07+00:00July 16th, 2021|Blog|Comments Off on Virtual Currency: Basic Concepts and Taxation Essentials

Will More IRS Funding Boost Wealthy Client Audits?

Round Table Wealth Management Partner, Chief Compliance Officer, and Wealth Advisor Bruce Hyde was recently quoted in an article by U.S. News & World Report discussing the recently released ProPublica documents about high net worth [...]

By |2021-07-06T21:43:50+00:00July 1st, 2021|In the News|Comments Off on Will More IRS Funding Boost Wealthy Client Audits?
Go to Top