Spring 2025 Financial Planning Newsletter
Financial Planning
Spring 2025 Financial Planning Newsletter
Starting a new job is an exciting milestone and a fresh chapter both personally and professionally.
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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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2025 Tax Plan: Potential Impacts on Markets and the Economy
Investment Insights
2025 Tax Plan: Potential Impacts on Markets and the Economy
As the first quarter progresses, the House of Representatives has passed a new spending bill, introducing several measures aimed at boosting the economy and benefiting everyday investors.
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Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?
Investment Insights
Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?
With new tariffs imposed on imports from Canada, Mexico, and China, and immediate retaliatory measures from these nations, investors are grappling with uncertainty.
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