With the “X-date” quickly approaching, a common question of investors who hold U.S. Treasury obligations is: what should I do (if anything) with my U.S. Treasury investment?
If it wasn’t enough dealing with the fallout from the problems surrounding our banking sector, investors are facing the impact of yet another debt ceiling debate.
2022 brought about a vicious end to the post-COVID market rally with a relentless onslaught of worrisome news. Thus far, the economy has been resilient, but stock and bond markets are signaling a tough road ahead – so, what’s in store in 2023? Join us as Withum Wealth Management presents its near-term and long-term economic
Withum Wealth Management was proud to have participated in the Council for Economic Education’s “Invest in Girls” program. Elena Ladygina, was delighted to have the opportunity to present on what it means to be a wealth advisor while sharing her expertise on investing and other important financial concepts. Invest in Girls (A Program of CEE)
Download the Spring 2023 Investment Commentary
Download our 2 page summary on the key provisions effecting individuals.
We are proud to announce that Jim Ferrare, Principal of Withum Wealth Management’s sub-investment advisor, Pinnacle Associates, has been recognized by Forbes as a “Best-In-State” Wealth Advisor for the 6th year in a row.
It is hard to believe that the Fed did not think that raising rates as fast and sharply as they did would have some consequences, and if the Fed is doing any contingency analyses, it missed the fact that some banks could run into trouble.
We are thrilled to announce that Jim Ferrare, Wealth Advisor and Managing Principal at Withum Wealth Management, has been recognized by NJBIZ as a 2023 Leader in Finance.