Research & Insights

Our Wealth Advisors have authored a range of financial articles and insights that cover a variety of topics.

Spring 2024 Investment Commentary
Investment Commentary
Spring 2024 Investment Commentary

Let the good times roll! The S&P 500 notched its biggest Q1 advance in half a decade, rising 10.2%. This marked the index’s fifth gain in the last six quarters and a second straight double-digit quarterly percentage gain. Meanwhile, the Nasdaq narrowly missed what would have been its fourth double-digit percentage gain in the last five quarters.

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Jim Ferrare Named on Forbes’ 2024 Best-In-State Wealth Advisor List
News
Jim Ferrare Named on Forbes’ 2024 Best-In-State Wealth Advisor List

Congratulations once again to Jim and thank you to Forbes and Shook Research for this recognition.

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Lex Smit Recognized as a 2024 Leader in Finance by NJBIZ
News
Lex Smit Recognized as a 2024 Leader in Finance by NJBIZ

We could not be more excited for Lex and this recognition – as it’s a testament to his unwavering commitment to excellence in serving both our clients and the community.

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Withum Wealth Participates in Monmouth University’s ‘Intern for a Day’ Program
News
Withum Wealth Participates in Monmouth University’s ‘Intern for a Day’ Program

Withum Wealth has continued to build and expand our robust internship program over the years.

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Withum Wealth Minute: Navigating Geopolitical Waters
Investment Insights
Withum Wealth Minute: Navigating Geopolitical Waters

In the complex tapestry of global financial markets, geopolitical events often appear as stark threads, weaving through the fabric of the markets with unpredictable outcomes.

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Monica Jalife Named on Forbes’ Top Women Wealth Advisors, Best-In-State Rankings
News
Monica Jalife Named on Forbes’ Top Women Wealth Advisors, Best-In-State Rankings

Withum Wealth is pleased to congratulate Monica Jalife, CFA, CFP on being named to Forbes’ 8th Annual Top Women Wealth Advisors, Best in State List.

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Amplified Wealth – According to Plan: New Year Financial Wellness Checklist with Monica Jalife
Podcast
Amplified Wealth – According to Plan: New Year Financial Wellness Checklist with Monica Jalife

Stream the full episode on all of your favorite podcast platforms below – or watch on our YouTube channel.

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Winter 2024 Investment Commentary
Investment Commentary
Winter 2024 Investment Commentary

The Dow achieved an all-time high, while the S&P closed the year a touch short of its record close from January of 2022.

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