Tag: Wealth 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 |2022-01-26T20:56:39+00:00January 26th, 2022|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2021

How To Set Up An Estate Plan

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. [...]

By |2021-11-01T21:51:21+00:00November 1st, 2021|In the News|0 Comments

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

New Jersey Alimony

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 [...]

By |2021-09-03T13:34:20+00:00September 3rd, 2021|Blog|0 Comments