A Higher SALT Deduction Could Make Buying a Home More Affordable

With mortgage rates hovering around 7% and New Jersey home prices showing no signs of softening, affordability is top of mind for many young and first-time buyers.

FedWatch: Should the Fed Cut Rates Now?

While some market voices are calling for prompt interest rate cuts to help cushion the economy, the Federal Reserve appears inclined to stay patient for now.

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Breathe new life into your investment portfolio with our Complimentary Portfolio Review.

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Withum Wealth offers private wealth management solutions that extend beyond the scope of boutique advisors.

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Achieve your goals and withstand market setbacks through an investment philosphy of traditional and non-traditional approaches.

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Withum Wealth works closely with you to develop a plan optimized for your changing lifestyle and business objectives.

Research and Insights

A Higher SALT Deduction Could Make Buying a Home More Affordable in States Like New Jersey
Investment Insights
A Higher SALT Deduction Could Make Buying a Home More Affordable in States Like New Jersey

With mortgage rates hovering around 7% and New Jersey home prices showing no signs of softening, affordability is top of mind for many young and first-time buyers.

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Henry Mercer Joins Withum Wealth as Chief Investment Officer
News
Henry Mercer Joins Withum Wealth as Chief Investment Officer

Henry Mercer has 45+ years of investment management experience and most recently served as President of Mercer Capital Advisers, Inc., which he founded in 1999.

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FedWatch: Should the Fed Cut Rates Now?
Investment Insights
FedWatch: Should the Fed Cut Rates Now?

While the timing and extent of any future moves remain uncertain, the evidence suggests that the case for easing is gaining traction – even if not yet broadly embraced.

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Spring 2025 Investment Commentary
Investment Commentary
Spring 2025 Investment Commentary

By the end of the quarter, the S&P had dipped into correction territory before recovering slightly, finishing just shy of 10% below its February peak.

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The S&P Just Had a Monster Day – Here’s What History Tells Us
Investment Insights
The S&P Just Had a Monster Day – Here’s What History Tells Us

Historically, the biggest up days in the market don’t tend to show up during periods of calm or stability.

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Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade
Investment Insights
Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade

Using Market Volatility to Harvest Losses and Take Gains on Highly Appreciated Securities

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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.