Articles

A collection of articles from Withum Wealth advisors.

Meeting “The Rock”, but not George Clooney
Investment Insights
Meeting “The Rock”, but not George Clooney
Laurie and I decided to celebrate our 13th anniversary with a vacation to Italy. The trip would include, among many destinations, a personal journey to the surrounding areas of Palermo to discover family roots.
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What Is “Alpha” and How Has It Evolved Over Time?
Investment Insights
What Is “Alpha” and How Has It Evolved Over Time?
In this week’s Withum Wealth Minute, we wanted to take a moment to discuss and break down an important investment term – Alpha.
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A Step in the Right Direction
Investment Insights
A Step in the Right Direction
As a firm with significant women representation at all levels, we are always encouraged to see companies taking steps to improve their equality, diversity, and inclusion efforts.
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Estate Planning Perspective on The House Ways and Means Committee Proposal
Investment Insights
Estate Planning Perspective on The House Ways and Means Committee Proposal
Last week, we wrote about some of the tax proposals stemming from the House Ways and Means committee proposal released on Monday September 13th.
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Tax Updates From the Ways and Means Committee
Investment Insights
Tax Updates From the Ways and Means Committee
Congress is picking up speed and hashing out the 2022 budget details.
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Summer 2021 Investment Commentary
Investment Commentary
Summer 2021 Investment Commentary
Download Investment Commentary for Summer of 2021.
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COVID’s Impact on Earth’s Environment
Investment Insights
COVID’s Impact on Earth’s Environment
Each new year, I reflect on the year that just ended by replaying it month by month. March 2020 was a wild, shocking month for everyone.
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Say Chee$e!
News
Say Chee$e!
In our technology driven world, can you name an invention where a competitor doesn’t come in and try to replicate the idea in a better, more efficient way as technologies improve?
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