Tag: Wealth Management

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

Divorce and Finances

Mariella Foley, Wealth Advisor at Round Table, begins her Women of Clarity podcast series – aimed to inspire women to become more involved in planning for their financial future. In this kickoff series, Mariella had the pleasure of sitting [...]

By |2019-09-27T16:30:22+00:00September 27th, 2019|Podcasts|Comments Off on Divorce and Finances

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

New York Passes Best Interest Regs for Life Insurance

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. [...]

By |2019-09-18T21:38:21+00:00September 18th, 2019|In the News|Comments Off on New York Passes Best Interest Regs for Life Insurance

Developing a Pension Maximization Strategy

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]

By |2019-08-27T21:49:10+00:00August 21st, 2019|Blog|Comments Off on Developing a Pension Maximization Strategy

Single Life vs. Joint & Survivor Pension Payout Options

This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]

By |2019-08-22T20:29:58+00:00August 20th, 2019|Blog|Comments Off on Single Life vs. Joint & Survivor Pension Payout Options

Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]

By |2019-09-23T13:09:11+00:00August 10th, 2019|Whitepapers|Comments Off on Using Mortgage Interest to Fund Investments: The Interest Tracing Rules