Tag: Wealth Management

Time for the Contrarian?

We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.

By |2022-06-30T20:46:46+00:00June 27th, 2022|Blog, Investing|Comments Off on Time for the Contrarian?

Quarterly Review – First Quarter 2022

Capital markets retreated in the first quarter, not at an alarming rate, but certainly a deviation from the pattern of positive quarters investors have grown to appreciate. Of the last 50 quarters since the Great Financial Crisis, only 8 [...]

By |2022-05-03T18:22:15+00:00May 3rd, 2022|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2022

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

By |2022-05-03T18:31:13+00:00May 3rd, 2022|Blog, Retirement Planning|Comments Off on Cash Balance Plans

The Great Resignation or Great Retirement?

Mariella Foley wrote an article for Rethinking65 that touches on areas every advisor should consider when talking to clients who are considering a job change or retirement. Check out her 6 financial positions to with [...]

By |2022-04-22T22:10:25+00:00March 22nd, 2022|Uncategorized|Comments Off on The Great Resignation or Great Retirement?

5 Financial Issues Only Women Face

Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read [...]

By |2022-04-22T22:11:38+00:00March 16th, 2022|Divorce, Women of Clarity|Comments Off on 5 Financial Issues Only Women Face

Become a Millionaire in 10 Years (or Less) With These 10 Expert-Approved Tips

Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in GOBankingRates. He provides an expert strategy for meeting your savings goals. Click here to read the full article: Become a Millionaire in 10 [...]

By |2022-04-22T22:11:59+00:00March 3rd, 2022|Uncategorized|Comments Off on Become a Millionaire in 10 Years (or Less) With These 10 Expert-Approved Tips
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