Download the Spring 2023 Investment Commentary
Download our 2 page summary on the key provisions effecting individuals.
We are proud to announce that Jim Ferrare, Principal of Withum Wealth Management’s sub-investment advisor, Pinnacle Associates, has been recognized by Forbes as a “Best-In-State” Wealth Advisor for the 6th year in a row.
It is hard to believe that the Fed did not think that raising rates as fast and sharply as they did would have some consequences, and if the Fed is doing any contingency analyses, it missed the fact that some banks could run into trouble.
Markets experienced sudden volatility this week with news that one of the larger, niche banks in the country, Silicon Valley Bank was having liquidity issues.
Investing is not meant to be easy, but it can be with the right strategy and team.
Withum Wealth is pleased to congratulate Monica Jalife, CFA, CFP on being named to Forbes’ 7th Annual Top Women Wealth Advisors, Best in State List.
Download the Winter 2023 Investment Commentary.
2022 brought about a vicious end to the post-COVID market rally with a relentless onslaught of worrisome news - so, what’s ahead in 2023?