Withum Wealth Management Wealth Advisor, Elena Ladygina, CFP® and Withum Partner, Edward Mendlowitz, CPA, PFS, ABV, CFF, wrote an article, Valuing a Wealth Management Business, that was recently published by QuickRead. To read this article, click here. Important Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments
Jim Ferrare, CFA®, CPA, Managing Principal of Withum Wealth Management recently wrote an article, Out of Hibernation?, that was recently published by Return on Information-New Jersey magazine.
The U.S. drone attack which killed Iran’s military chief has led to a recent spike in stock market volatility.
Withum Wealth Management Wealth Advisors, Thomas Farrell, CFP®, CEPA and Elena Ladygina, CFP®, were featured in Retirement Daily.
Elena Ladygina, CFP®, a Withum Wealth Management Wealth Advisor, participated on a finance panel at Bell Works in Holmdel, NJ on January 30th.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019 by President Donald Trump. The SECURE Act, which largely aims to add flexibility for investors, marks the most significant update to the US retirement system in over a decade. Here are some of the main highlights of the proposed bill:
While you may have been contemplating financial planning and investment opportunities throughout the year, life happens, and time may have gotten away from you. With about a month left in 2019, it’s not too late to put thought into action. The following topics include some suggestions for managing your finances and healthcare benefits which may help minimize your tax exposure now and in the future.
Elena Ladygina, CFP®, and Monica Jalife, CFA, CFP®, of Withum Wealth Management shared a special presentation to the Women of Withum group in Red Bank, NJ, on October 22nd entitled, “Investing in Your Future.”
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.