Research & Insights

Our Wealth Advisors have authored a range of financial articles and insights that cover a variety of topics.

Summer 2024 Investment Commentary
Investment Commentary
Summer 2024 Investment Commentary

Major US equity indices put in a mixed performance in Q2, with the Dow falling (1.7%), while major performance contributions from some of the Magnificent 7 stocks helped drive the S&P and Nasdaq 3.9% and 8.3% higher, respectively.

Read More ›
Summer 2024 Internship Program
News
Summer 2024 Internship Program

Withum Wealth Management remains dedicated to helping develop tomorrow’s financial leaders.

Read More ›
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.

Read More ›
Withum Wealth Management Recognized by Accounting Today as 2024 Top Firm by AUM
News
Withum Wealth Management Recognized by Accounting Today as 2024 Top Firm by AUM

We are excited to be included on this distinguished list and look forward to continuing to serve our clients as a fiduciary – ensuring their best interests are always our top priority.

Read More ›
Spring 2024 Financial Planning Newsletter
Financial Planning
Spring 2024 Financial Planning Newsletter

Inside this guide, you will find essential insights on disability insurance, estate planning, life insurance post-diagnosis and strategies for itemizing medical expenses. We also discuss how these factors can impact your overall financial plan.

Read More ›
Spring 2024 Market Update Webinar – Video Replay
News
Spring 2024 Market Update Webinar – Video Replay

Watch the full, 1-hour webinar replay with you in case you weren’t able to attend the live session.

Read More ›
Spring 2024 Investment Commentary
Investment Commentary
Spring 2024 Investment Commentary

Let the good times roll! The S&P 500 notched its biggest Q1 advance in half a decade, rising 10.2%. This marked the index’s fifth gain in the last six quarters and a second straight double-digit quarterly percentage gain. Meanwhile, the Nasdaq narrowly missed what would have been its fourth double-digit percentage gain in the last five quarters.

Read More ›
Jim Ferrare Named on Forbes’ 2024 Best-In-State Wealth Advisor List
News
Jim Ferrare Named on Forbes’ 2024 Best-In-State Wealth Advisor List

Congratulations once again to Jim and thank you to Forbes and Shook Research for this recognition.

Read More ›
Next ›