Not Your Average Jones
Investment Insights
Not Your Average Jones
Change is in the air. After nearly 100 years, Exxon Mobil is being removed from the Dow Jones Industrial Average, along with Pfizer and Raytheon Technologies. Newcomers are biotech giant, Amgen, manufacturing conglomerate, Honeywell, and enterprise software giant, Salesforce.com. These index changes are fairly common, however this one is particularly interesting and brings into question why the heck the Dow became so popular in the first place.
Learn More
Ford vs. Ferrari? Or Ford vs. Tesla?
Investment Insights
Ford vs. Ferrari? Or Ford vs. Tesla?
For anyone that has seen the Oscar nominated movie, Ford vs. Ferrari, you know how this tale worked out. Situated in the 1960s, Ford’s product line was called into question and their inability to compete on the racetrack was turned into motivation for what eventually created the GT40. If you have not seen it, well… we won’t spoil it for you as it’s a worthwhile Quarantine movie.
Learn More
NOT ALWAYS SUNNY IN FLORIDA
Coronavirus (COVID-19)
NOT ALWAYS SUNNY IN FLORIDA
At Withum Wealth Management, we recognize the fact that Federal tax reform has escalated the cost of living in New Jersey, New York, Connecticut, and Illinois, among other states.
Learn More
Portfolio Income in a COVID World
Coronavirus (COVID-19)
Portfolio Income in a COVID World
Investing is challenging to begin with, but even more so when there is a global pandemic at hand, and an economic shock unlike anything we have seen in nearly 100 years.
Learn More
COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
Coronavirus (COVID-19)
COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
A surging stock market and historic unemployment levels; incompatible, mirror opposites or is there an explanation?
Learn More
To Sell or Not to Sell? That is the Question
Coronavirus (COVID-19)
To Sell or Not to Sell? That is the Question
Like a Shakespeare play, COVID 19 is giving us order and disorder, life and death, some might even say youth and age conflicts. We are absolutely living in a world encapsulating Power, Nature, Love and Relationships, and Conflicts.
Learn More
Grantor Retained Annuity Trusts (GRATs)
Coronavirus (COVID-19)
Grantor Retained Annuity Trusts (GRATs)
There are many ways to transfer wealth to family and charitable organizations and many require the outright transfer of assets irrevocably.
Learn More
The CARES Act Impact on Retirement Assets
Coronavirus (COVID-19)
The CARES Act Impact on Retirement Assets
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted and signed into law Friday, March 27th, 2020. This bill was introduced as the largest economic relief package in US history. The CARES Act provides emergency assistance to small businesses, increases unemployment benefits, and injects over $130 billion to the health care system among many other provisions. The CARES Act also provides relief for retirees in 2020 while making some smaller adjustments to charitable gifts.
Learn More