Research & Insights

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

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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Fall 2024 Financial Planning Newsletter
Financial Planning
Fall 2024 Financial Planning Newsletter

In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement.

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Fall 2024 Investment Commentary
Investment Commentary
Fall 2024 Investment Commentary

U.S. equity markets saw broad gains in Q3, with all major indices posting positive returns. Notably, market leadership, which had been concentrated in large-cap tech, broadened as other sectors and asset classes joined the fun.

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Withum Wealth Management Named a Top RIA Firm by Forbes for 2024 🏆
News
Withum Wealth Management Named a Top RIA Firm by Forbes for 2024 🏆

We are proud of this honor, which underscores our dedication to delivering outstanding financial guidance and support to our clients.

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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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Special Alert – Recent Developments and Market Update
News
Special Alert – Recent Developments and Market Update

If you would like to speak about any of the issues we touched on above, do not hesitate to reach out to your advisor.

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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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