Investment Insights

Insights into financial markets from Withum Wealth.

Assessing the Market Impact of President-Elect Trump’s Victory
Investment Insights
Assessing the Market Impact of President-Elect Trump’s Victory
Trump’s policies may indeed present both opportunities and challenges for different areas of the market. While some sectors might benefit from deregulation and tax cuts, others may face headwinds from protectionist measures.
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Webinar – On-Demand: Fall 2024 Market Update
Investment Insights
Webinar – On-Demand: Fall 2024 Market Update
Fed Rate Cuts, Election Season, and What Lies Ahead for Your Portfolio!
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Putting the Fed’s 50 Basis Point Cut in Perspective
Investment Insights
Putting the Fed’s 50 Basis Point Cut in Perspective
While rate cuts typically aim to stimulate growth in times of crisis, we caution against reading into the magnitude of this cut and whether it reflects concerns that go beyond merely fine-tuning inflation control.
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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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