Withum Wealth Management is a private wealth management firm specializing in lifestyle planning, personalized wealth counsel and tax-sensitive portfolio management.
Our qualified financial advisors and vast in-house resources allow for the seamless integration of diverse wealth related services. Whether you are a surviving spouse, selling a business, receiving an inheritance, recently divorced or possibly approaching retirement, we can help.
Life can be unpredictable but your financial future doesn’t have to be. Start securing your financial future today.
We are rapidly approaching the 30th anniversary of the infamous one day 22.6 decline in the stock market (October 19th 1987). And for those with shorter market memories, October 2017 will mark the ten-year anniversary of the market peak which preceded the “Great Recession”. As such, we thought it would make sense to briefly highlight the benefits (and perhaps simplicity) of long term investing.
THE MESSAGE TRUMPS THE MESSENGER
In the U.S., politics continue to capture headlines and consume investor attention. The legislative agenda has slowed amid investigations of potential Russian election interference and other issues. Given the current environment, investors have become increasingly skeptical of any near term passage of pro-growth, pro-business policies (cornerstone of the "reflation trade").
AccountingToday has released their annual report ranking the top CPA financial planners by assets under management, noting Withum Wealth Management to be in the top 150. The article, by Daniel Hood, discusses the 2017 Wealth Magnets and their focus on changes fostered by new regulations and new technology.
The cost of sending children to college remains daunting, and annual increases in the price tag for higher education have outpaced the overall inflation rate for years. According to the College Board, yearly hikes in college costs during the past decade have averaged roughly 5%, while consumer prices in general have risen less than 3% a year.