Articles

A collection of articles from Withum Wealth advisors.

Seeking Financial Aid: Don’t Fear The FAFSA
Investment Insights
Seeking Financial Aid: Don’t Fear The FAFSA
Saving money to pay for college is a daunting proposition even if you’re reasonably well off financially.
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How To Balance The Three Big Saving Priorities
Investment Insights
How To Balance The Three Big Saving Priorities
Going back to ancient times, elders preached about the wisdom of saving money. In the modern era, three primary saving objectives have emerged for most people: (1) saving for retirement; (2) saving for your children’s college educations; and (3) saving for emergencies.
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Smaller Tax Refunds Don’t Mean Higher Tax Payments
News
Smaller Tax Refunds Don’t Mean Higher Tax Payments
Withum Wealth Management advisor, Tom Farrell, CFP®, CEPA, was featured on CBS News in the article Smaller Tax Refunds Don’t Mean Higher Tax Payments.
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Winter 2019 Investment Commentary
Investment Commentary
Winter 2019 Investment Commentary
2018 put the cliche “It’s a bull market somewhere” to the test. Instead it proved to be the year where there was no place to hide.
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Fall 2018 Investment Commentary
Investment Commentary
Fall 2018 Investment Commentary
As we write to you in October summarizing the previous calendar quarter we need to break protocol and begin with a discussion of the first half of October.
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Spring 2018 Investment Commentary
Investment Commentary
Spring 2018 Investment Commentary
Coney Island’s Cyclone roller coaster is a fasten your seat belts type ride that boasts: “get ready to shake, rattle, rumble…. featuring 12 drops and 27 elevation changes that still has the stuff to take your breath away.”
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Winter 2018 – Investment Commentary
Investment Commentary
Winter 2018 – Investment Commentary
2017 began amid several geopolitical and economic worries, most of which did not materialize.
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Fall 2017 – Investment Commentary
Investment Commentary
Fall 2017 – Investment Commentary
After ten years of significant levels of monetary accommodation, the Federal Reserve (Fed) has finally announced the long-anticipated unwinding of their $4.5 trillion balance sheet.
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Summer 2017 Investment Commentary
Investment Commentary
Summer 2017 Investment Commentary
THE MESSAGE TRUMPS THE MESSENGER In the U.S., politics continue to capture headlines and consume investor attention.
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