Articles

A collection of articles from Withum Wealth advisors.

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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Withum Wealth Management Perspectives: Wealth Management Ideas for 2020 and Beyond
News
Withum Wealth Management Perspectives: Wealth Management Ideas for 2020 and Beyond
Welcome to our first edition of Perspectives: Wealth Management Ideas for 2020 and Beyond where we will present timely and relevant wealth management topics. We hope you will find tremendous value in the content we will carefully curate for you in each edition.
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Portfolio Income in a COVID World
Coronavirus (COVID-19)
Portfolio Income in a COVID World
Investing is challenging to begin with, but even more so when there is a global pandemic at hand, and an economic shock unlike anything we have seen in nearly 100 years.
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COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
Coronavirus (COVID-19)
COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
A surging stock market and historic unemployment levels; incompatible, mirror opposites or is there an explanation?
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To Sell or Not to Sell? That is the Question
Coronavirus (COVID-19)
To Sell or Not to Sell? That is the Question
Like a Shakespeare play, COVID 19 is giving us order and disorder, life and death, some might even say youth and age conflicts. We are absolutely living in a world encapsulating Power, Nature, Love and Relationships, and Conflicts.
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Grantor Retained Annuity Trusts (GRATs)
Coronavirus (COVID-19)
Grantor Retained Annuity Trusts (GRATs)
There are many ways to transfer wealth to family and charitable organizations and many require the outright transfer of assets irrevocably.
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The CARES Act Impact on Retirement Assets
Coronavirus (COVID-19)
The CARES Act Impact on Retirement Assets
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted and signed into law Friday, March 27th, 2020. This bill was introduced as the largest economic relief package in US history. The CARES Act provides emergency assistance to small businesses, increases unemployment benefits, and injects over $130 billion to the health care system among many other provisions. The CARES Act also provides relief for retirees in 2020 while making some smaller adjustments to charitable gifts.
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Wealth Planning Opportunity in a Bear Market
Coronavirus (COVID-19)
Wealth Planning Opportunity in a Bear Market
Roth IRA Conversions: Low Stock Prices Mean More Potential Tax Savings
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