Research & Insights

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

Panic Doesn’t Pay – Investing Beyond the Headlines
Investment Insights
Panic Doesn’t Pay – Investing Beyond the Headlines

What began as a sharp sell-off driven by geopolitical tensions and policy uncertainty has since reversed course, with U.S. markets powering to fresh all-time highs.

Read More ›
Spring 2025 Financial Planning Newsletter
Financial Planning
Spring 2025 Financial Planning Newsletter

Starting a new job is an exciting milestone and a fresh chapter both personally and professionally.

Read More ›
A Higher SALT Deduction Could Make Buying a Home More Affordable in States Like New Jersey
Investment Insights
A Higher SALT Deduction Could Make Buying a Home More Affordable in States Like New Jersey

With mortgage rates hovering around 7% and New Jersey home prices showing no signs of softening, affordability is top of mind for many young and first-time buyers.

Read More ›
Henry Mercer Joins Withum Wealth as Chief Investment Officer
News
Henry Mercer Joins Withum Wealth as Chief Investment Officer

Henry Mercer has 45+ years of investment management experience and most recently served as President of Mercer Capital Advisers, Inc., which he founded in 1999.

Read More ›
FedWatch: Should the Fed Cut Rates Now?
Investment Insights
FedWatch: Should the Fed Cut Rates Now?

While the timing and extent of any future moves remain uncertain, the evidence suggests that the case for easing is gaining traction – even if not yet broadly embraced.

Read More ›
Spring 2025 Investment Commentary
Investment Commentary
Spring 2025 Investment Commentary

By the end of the quarter, the S&P had dipped into correction territory before recovering slightly, finishing just shy of 10% below its February peak.

Read More ›
The S&P Just Had a Monster Day – Here’s What History Tells Us
Investment Insights
The S&P Just Had a Monster Day – Here’s What History Tells Us

Historically, the biggest up days in the market don’t tend to show up during periods of calm or stability.

Read More ›
Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade
Investment Insights
Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade

Using Market Volatility to Harvest Losses and Take Gains on Highly Appreciated Securities

Read More ›
2025 Tax Plan: Potential Impacts on Markets and the Economy
Investment Commentary
2025 Tax Plan: Potential Impacts on Markets and the Economy

As the first quarter progresses, the House of Representatives has passed a new spending bill, introducing several measures aimed at boosting the economy and benefiting everyday investors.

Read More ›
Next ›