Investment Insights

Insights into financial markets from Withum Wealth.

Biden Drops Out of the Presidential Race
News
Biden Drops Out of the Presidential Race
The unprecedented nature of such a late change in Presidential candidate from one of the major parties – along with the high probability of more twists and turns ahead – will likely contribute to an increase in volatility, which has been quite low for a prolonged period.
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From Tuition to Retirement: Secure Act 2.0 changes to 529 Plans
Investment Insights
From Tuition to Retirement: Secure Act 2.0 changes to 529 Plans
Starting in 2024, under certain conditions, 529 account holders can transfer up to a lifetime limit of $35,000 to a Roth IRA for the 529 plan beneficiary. But, of course, there are some restrictions and rules surrounding this exciting update.
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Lone Star Listings? The Texas Stock Exchange Mounts Challenge to NYSE, Nasdaq
Investment Insights
Lone Star Listings? The Texas Stock Exchange Mounts Challenge to NYSE, Nasdaq
The TXSE plans to file a registration statement with the Securities and Exchange Commission (SEC) later this year with a goal of beginning trading in 2025 and listing companies in 2026.
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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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Holiday Cheer from the Fed – Market Reaches Record High
Investment Insights
Holiday Cheer from the Fed – Market Reaches Record High
A soft landing - once thought to only be achieved by Mr. Clause himself as he arrives on rooftops around the world – has potentially been attained by The Fed after a two-year tightening cycle.
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Fall 2023 Market Update – Webinar Replay
Investment Insights
Fall 2023 Market Update – Webinar Replay
Watch as Austin Hagaman and Adam Armstrong discuss where markets might be headed in the fall, and trends Withum Wealth are watching as we head into 2024.
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Evaluating Bonds in a 5% World
Investment Insights
Evaluating Bonds in a 5% World
Extra, Extra! Read all about it! Lock in 5% annualized yield for the next two years! Is this not enough? Do you want a longer guarantee, how about 4.4% for 30 years?
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The Market Comes to Terms with “Higher for Longer”
Investment Insights
The Market Comes to Terms with “Higher for Longer”
The Fed may have avoided recession for now, but more economic pain may be necessary to bring inflation down to its long-term target.
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