Withum Wealth Minutes

Short insights from Withum Wealth.

The S&P Just Had a Monster Day – Here’s What History Tells Us
Investment Insights
The S&P Just Had a Monster Day – Here’s What History Tells Us
Historically, the biggest up days in the market don’t tend to show up during periods of calm or stability.
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Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade
Investment Insights
Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade
Using Market Volatility to Harvest Losses and Take Gains on Highly Appreciated Securities
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2025 Tax Plan: Potential Impacts on Markets and the Economy
Investment Commentary
2025 Tax Plan: Potential Impacts on Markets and the Economy
As the first quarter progresses, the House of Representatives has passed a new spending bill, introducing several measures aimed at boosting the economy and benefiting everyday investors.
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Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?
Investment Insights
Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?
With new tariffs imposed on imports from Canada, Mexico, and China, and immediate retaliatory measures from these nations, investors are grappling with uncertainty.
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Trump’s Tariffs Underscore Value of Diversification
Investment Insights
Trump’s Tariffs Underscore Value of Diversification
While tariffs introduce short-term uncertainty, history has shown that markets adapt.
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Making the Most of Roth Conversions
Financial Planning
Making the Most of Roth Conversions
A well-timed Roth conversion can be a powerful tool in your financial planning toolkit, offering tax-free growth, flexibility in retirement, and potential estate planning benefits.
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Assessing the Market Impact of President-Elect Trump’s Victory
Investment Insights
Assessing the Market Impact of President-Elect Trump’s Victory
Trump’s policies may indeed present both opportunities and challenges for different areas of the market. While some sectors might benefit from deregulation and tax cuts, others may face headwinds from protectionist measures.
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Putting the Fed’s 50 Basis Point Cut in Perspective
Investment Insights
Putting the Fed’s 50 Basis Point Cut in Perspective
While rate cuts typically aim to stimulate growth in times of crisis, we caution against reading into the magnitude of this cut and whether it reflects concerns that go beyond merely fine-tuning inflation control.
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Lone Star Listings? The Texas Stock Exchange Mounts Challenge to NYSE, Nasdaq
Investment Insights
Lone Star Listings? The Texas Stock Exchange Mounts Challenge to NYSE, Nasdaq
The TXSE plans to file a registration statement with the Securities and Exchange Commission (SEC) later this year with a goal of beginning trading in 2025 and listing companies in 2026.
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