Withum Wealth offers private wealth management solutions that extend beyond the scope of boutique advisors.
Achieve your goals and withstand market setbacks through an investment philosphy of traditional and non-traditional approaches.
Withum Wealth works closely with you to develop a plan optimized for your changing lifestyle and business objectives.
We are proud of this honor, which underscores our dedication to delivering outstanding financial guidance and support to our clients.
While rate cuts typically aim to stimulate growth in times of crisis, we caution against reading into the magnitude of this cut and whether it reflects concerns that go beyond merely fine-tuning inflation control.
If you would like to speak about any of the issues we touched on above, do not hesitate to reach out to your advisor.
The unprecedented nature of such a late change in Presidential candidate from one of the major parties – along with the high probability of more twists and turns ahead – will likely contribute to an increase in volatility, which has been quite low for a prolonged period.
Starting in 2024, under certain conditions, 529 account holders can transfer up to a lifetime limit of $35,000 to a Roth IRA for the 529 plan beneficiary. But, of course, there are some restrictions and rules surrounding this exciting update.
Major US equity indices put in a mixed performance in Q2, with the Dow falling (1.7%), while major performance contributions from some of the Magnificent 7 stocks helped drive the S&P and Nasdaq 3.9% and 8.3% higher, respectively.
Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.