Articles

A collection of articles from Withum Wealth advisors.

Napa Know How…To Make Wine
Investment Insights
Napa Know How…To Make Wine
Napa is apparently a legal scrabble word and is defined as a type of leather made by tanning sheepskin. Though, I suspect, most of us think “full bodied red wine” when we see those four iconic letters. Yes. treated well, leather does improve with time, but… today we will stay focused on wine (and the markets) - which also tend to improve with time.
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James Ferrare Named on Forbes Best-In-State Wealth Advisor List
Investment Insights
James Ferrare Named on Forbes Best-In-State Wealth Advisor List
Jim Ferrare was named to this year’s 2021 Best-In-State Wealth Advisors list by Forbes for the fourth year in a row.
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Small Business Boom
Investment Insights
Small Business Boom
Can you smell that? No - it’s not the smell of seeing the grass again after a long stretch of snow here in New England – It’s the smell of change.
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The Texas Grid Failure
Investment Insights
The Texas Grid Failure
Last week, a devastating winter storm almost brought the Texas power grid to a complete stop. The system collapsed from a surge in energy demand coupled with frozen utility plants during brutal winter storms.
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COVID’s Impact on Earth’s Environment
Investment Insights
COVID’s Impact on Earth’s Environment
Each new year, I reflect on the year that just ended by replaying it month by month. March 2020 was a wild, shocking month for everyone.
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Say Chee$e!
News
Say Chee$e!
In our technology driven world, can you name an invention where a competitor doesn’t come in and try to replicate the idea in a better, more efficient way as technologies improve?
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Withum Wealth Management Perspectives: Wealth Management Ideas for 2020 and Beyond
News
Withum Wealth Management Perspectives: Wealth Management Ideas for 2020 and Beyond
Welcome to our first edition of Perspectives: Wealth Management Ideas for 2020 and Beyond where we will present timely and relevant wealth management topics. We hope you will find tremendous value in the content we will carefully curate for you in each edition.
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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.
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