Withum Wealth offers private wealth management solutions that extend beyond the scope of boutique advisors.
Achieve your goals and withstand market setbacks through an investment philosphy of traditional and non-traditional approaches.
Withum Wealth works closely with you to develop a plan optimized for your changing lifestyle and business objectives.
Major indices posted notable gains, with the S&P 500 achieving its second consecutive year of 20%+ performance for the first time since 1998.
A well-timed Roth conversion can be a powerful tool in your financial planning toolkit, offering tax-free growth, flexibility in retirement, and potential estate planning benefits.
Trump’s policies may indeed present both opportunities and challenges for different areas of the market. While some sectors might benefit from deregulation and tax cuts, others may face headwinds from protectionist measures.
Fed Rate Cuts, Election Season, and What Lies Ahead for Your Portfolio!
In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement.
U.S. equity markets saw broad gains in Q3, with all major indices posting positive returns. Notably, market leadership, which had been concentrated in large-cap tech, broadened as other sectors and asset classes joined the fun.
Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.