Withum Wealth is pleased to congratulate Monica Jalife, CFA, CFP on being named to Forbes’ 8th Annual Top Women Wealth Advisors, Best in State List.

Stream the full episode on all of your favorite podcast platforms below – or watch on our YouTube channel.

The Dow achieved an all-time high, while the S&P closed the year a touch short of its record close from January of 2022.

Stream the full episode on all of your favorite podcast platforms below – or watch on our YouTube channel.

A soft landing - once thought to only be achieved by Mr. Clause himself as he arrives on rooftops around the world – has potentially been attained by The Fed after a two-year tightening cycle.

As 2023 comes to a close, we share some valuable year-end planning tips to ensure that you end this year and begin the next year feeling well informed and prepared for what’s ahead.

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Download the 2023 Financial Planning Update

Watch as Austin Hagaman and Adam Armstrong discuss where markets might be headed in the fall, and trends Withum Wealth are watching as we head into 2024.