Articles

A collection of articles from Withum Wealth advisors.

Withum Wealth Management Recognized by Accounting Today as 2024 Top Firm by AUM
News
Withum Wealth Management Recognized by Accounting Today as 2024 Top Firm by AUM
We are excited to be included on this distinguished list and look forward to continuing to serve our clients as a fiduciary – ensuring their best interests are always our top priority.
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Spring 2024 Financial Planning Newsletter
Financial Planning
Spring 2024 Financial Planning Newsletter
Inside this guide, you will find essential insights on disability insurance, estate planning, life insurance post-diagnosis and strategies for itemizing medical expenses. We also discuss how these factors can impact your overall financial plan.
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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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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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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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