Research & Insights

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

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 ›
Lex Smit Recognized as a 2024 Leader in Finance by NJBIZ
News
Lex Smit Recognized as a 2024 Leader in Finance by NJBIZ

We could not be more excited for Lex and this recognition – as it’s a testament to his unwavering commitment to excellence in serving both our clients and the community.

Read More ›
Withum Wealth Participates in Monmouth University’s ‘Intern for a Day’ Program
News
Withum Wealth Participates in Monmouth University’s ‘Intern for a Day’ Program

Withum Wealth has continued to build and expand our robust internship program over the years.

Read More ›
Withum Wealth Minute: Navigating Geopolitical Waters
Investment Insights
Withum Wealth Minute: Navigating Geopolitical Waters

In the complex tapestry of global financial markets, geopolitical events often appear as stark threads, weaving through the fabric of the markets with unpredictable outcomes.

Read More ›
Monica Jalife Named on Forbes’ Top Women Wealth Advisors, Best-In-State Rankings
News
Monica Jalife Named on Forbes’ Top Women Wealth Advisors, Best-In-State Rankings

Withum Wealth is pleased to congratulate Monica Jalife, CFA, CFP on being named to Forbes’ 8th Annual Top Women Wealth Advisors, Best in State List.

Read More ›
Next ›