Research & Insights

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

Not-So-Transitory Inflation
Investment Insights
Not-So-Transitory Inflation

This past week, the Consumer Price Index showed that prices in October increased 0.9% from September and 6.2% from October a year prior.

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Meeting “The Rock”, but not George Clooney
Investment Insights
Meeting “The Rock”, but not George Clooney

Laurie and I decided to celebrate our 13th anniversary with a vacation to Italy. The trip would include, among many destinations, a personal journey to the surrounding areas of Palermo to discover family roots.

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What Is “Alpha” and How Has It Evolved Over Time?
Investment Insights
What Is “Alpha” and How Has It Evolved Over Time?

In this week’s Withum Wealth Minute, we wanted to take a moment to discuss and break down an important investment term – Alpha.

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A Step in the Right Direction
Investment Insights
A Step in the Right Direction

As a firm with significant women representation at all levels, we are always encouraged to see companies taking steps to improve their equality, diversity, and inclusion efforts.

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Estate Planning Perspective on The House Ways and Means Committee Proposal
Investment Insights
Estate Planning Perspective on The House Ways and Means Committee Proposal

Last week, we wrote about some of the tax proposals stemming from the House Ways and Means committee proposal released on Monday September 13th.

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Tax Updates From the Ways and Means Committee
Investment Insights
Tax Updates From the Ways and Means Committee

Congress is picking up speed and hashing out the 2022 budget details.

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2021 Financial Planning Update
Investment Insights
2021 Financial Planning Update

Click the image or link to download the 2021 Financial Planning Update

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And the Answer Is…
Investment Insights
And the Answer Is…

The 1984 revival of Jeopardy! known as America’s favorite quiz show, first aired with Alex Trebek in 1984. My grandparents…

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