Withum Wealth Management was proud to have participated in the Council for Economic Education’s “Invest in Girls” program. Elena Ladygina, was delighted to have the opportunity to present on what it means to be a wealth advisor while sharing her expertise on investing and other important financial concepts. Invest in Girls (A Program of CEE)

Download the Spring 2023 Investment Commentary

Download our 2 page summary on the key provisions effecting individuals.

We are proud to announce that Jim Ferrare, Principal of Withum Wealth Management’s sub-investment advisor, Pinnacle Associates, has been recognized by Forbes as a “Best-In-State” Wealth Advisor for the 6th year in a row.

It is hard to believe that the Fed did not think that raising rates as fast and sharply as they did would have some consequences, and if the Fed is doing any contingency analyses, it missed the fact that some banks could run into trouble.

We are thrilled to announce that Jim Ferrare, Wealth Advisor and Managing Principal at Withum Wealth Management, has been recognized by NJBIZ as a 2023 Leader in Finance.

On this day when luck is often sought, Withum Wealth Management prefers to create our own - by being diligent and always taking a disciplined approach to protecting our client’s assets.

Markets experienced sudden volatility this week with news that one of the larger, niche banks in the country, Silicon Valley Bank was having liquidity issues.

In this edition of the WWM minute, we discuss the LIBOR transition and what it means for investors.