Napa is apparently a legal scrabble word and is defined as a type of leather made by tanning sheepskin. Though, I suspect, most of us think “full bodied red wine” when we see those four iconic letters. Yes. treated well, leather does improve with time, but… today we will stay focused on wine (and the markets) - which also tend to improve with time.
Jim Ferrare was named to this year’s 2021 Best-In-State Wealth Advisors list by Forbes for the fourth year in a row.
A surging stock market and historic unemployment levels; incompatible, mirror opposites or is there an explanation?
This list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
Jim Ferrare, CFA®, CPA, Managing Principal of Withum Wealth Management recently wrote an article, The ROBO vs. Human Advisor Debate, that was recently published by New Jersey Business magazine.
Jim Ferrare, CFA®, CPA, a Wealth Advisor and Managing Principal, recently published an article on The Robo v. Human Advisor Debate for the May/June 2019 edition of the New Jersey CPA Magazine.