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, [...]
Round Table Wealth Management Director, Wealth Advisor Eric Thompson was recently quoted in the Saving Money/Budgeting section of GOBankingRates. He discusses a budgeting scenario that any family can use when deciding on a vacation. Eric [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in US News & World Report discussing potential tax changes that may affect clients in 2022. Michael notes the potential of a tax [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in a piece discussing the pros and cons of home ownership during retirement. Michael discusses the potential benefits of owning a home including [...]
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 [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted about establishing an estate plan. Michael notes the value of taking a holistic approach in coordinating beneficiaries across accounts, assets and estate documents. [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer has an in depth discussion with the Pennsylvania Institute of Certified Public Accountants (PICPA) regarding the preliminary proposal recently presented by U.S. House Democrats to fund [...]
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 [...]
With the 2022 Fiscal Year Federal Budget deadline of October 1st rapidly approaching, House Democrats presented a preliminary tax proposal targeting high earners, wealthy estates, and corporations to fund Biden’s proposed $3.5 trillion infrastructure spending package. While [...]
This is the eighth and final blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address alimony [...]
