Investment Insights

Insights into financial markets from Withum Wealth.

No Summer Break for the Market
Investment Insights
No Summer Break for the Market
While many professions now have “Summer Fridays” and people take a majority of their allotted time off, economic data, “fed speak” and market moving news has been plentiful this last month.
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Lucky or Cursed?
Investment Insights
Lucky or Cursed?
Investing is really about patience and mitigating risk. This risk of missing out on good returns over a lifetime far outweighs the painful periods of bad returns we inevitably will experience – like this year so far.
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On-Demand Webinar: 2022 Perspective – Current Environment and Thoughts on the Future with Dr. David Kelly
Investment Insights
On-Demand Webinar: 2022 Perspective – Current Environment and Thoughts on the Future with Dr. David Kelly
Withum Wealth Management hosted a fireside chat with guest Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan. We discussed global economic trends as well as the current geopolitical conflicts and how they impact markets and investors.
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Gasping at the Price of Gas
Investment Insights
Gasping at the Price of Gas
Filling up my SUV with gas over the weekend – the pump stopped at $100.00. While this transaction was done, I was not. I replaced the nozzle, drew another credit card from my wallet and started phase two of refueling, which was a much more palatable $27.12*. As I recall, when I first got my driver’s license, I could get lunch and fill up my tank with a $20 bill. Thinking to myself - how can a young person now afford to get gas? One tank today would have cost me an entire paycheck at my part time job during high school. Then again, I was making $4 an hour back then. I might be showing my age.
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What’s the Deal With I Bonds?
Investment Insights
What’s the Deal With I Bonds?
If you are filing taxes this year, you may want to familiarize yourself with I Bonds. Yes, that’s probably everyone but hopefully we have your attention for the next two minutes.
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Monica Jalife Named on Forbes Best-In-State Wealth Advisor List
News
Monica Jalife Named on Forbes Best-In-State Wealth Advisor List
Withum Wealth is pleased to congratulate Monica Jalife, CFA,CFP on being named to Forbes’ Sixth Annual Top Women Wealth Advisors List.
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Let Them Eat…Anything but Nutella?
Investment Insights
Let Them Eat…Anything but Nutella?
As we start the new year and I head back to school to finish my junior year in college, I reflected on my recent study abroad in Sorrento, Italy.
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Special Update – Market Volatility
Investment Insights
Special Update – Market Volatility
Global equity and fixed income markets have experienced extreme volatility to start the year.
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A Discussion on Blockchain & Digital Assets
Investment Insights
A Discussion on Blockchain & Digital Assets
Unlike our prior Withum Wealth “Minutes” this newsletter is a longer read, detailing the basics of Digital Assets and Bitcoin.
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