We are excited to be included on this distinguished list and look forward to continuing to serve our clients as a fiduciary – ensuring their best interests are always our top priority.

Inside this guide, you will find essential insights on disability insurance, estate planning, life insurance post-diagnosis and strategies for itemizing medical expenses. We also discuss how these factors can impact your overall financial plan.

Watch the full, 1-hour webinar replay with you in case you weren't able to attend the live session.

Let the good times roll! The S&P 500 notched its biggest Q1 advance in half a decade, rising 10.2%. This marked the index's fifth gain in the last six quarters and a second straight double-digit quarterly percentage gain. Meanwhile, the Nasdaq narrowly missed what would have been its fourth double-digit percentage gain in the last five quarters.

Congratulations once again to Jim and thank you to Forbes and Shook Research for this recognition.

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We could not be more excited for Lex and this recognition – as it’s a testament to his unwavering commitment to excellence in serving both our clients and the community.

Withum Wealth has continued to build and expand our robust internship program over the years.

In the complex tapestry of global financial markets, geopolitical events often appear as stark threads, weaving through the fabric of the markets with unpredictable outcomes.