Welcome to our first edition of Perspectives: Wealth Management Ideas for 2020 and Beyond where we will present timely and relevant wealth management topics. We hope you will find tremendous value in the content we will carefully curate for you in each edition.
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.
The SECURE Act Would Usher in Several Positive Changes for the Retirement System While Increasing Taxes on Many Beneficiaries
HAPPY 10TH ANNIVERSARY EXPANSION! As of the beginning of July, we are officially in the longest US expansion on record, according to the National Bureau of Economic Research.
The financial markets have started the year with a bang.
2018 put the cliche “It’s a bull market somewhere” to the test. Instead it proved to be the year where there was no place to hide.