Withum Wealth Minutes

Short insights from Withum Wealth.

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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Withum Wealth Minute: Navigating Geopolitical Waters
Investment Insights
Withum Wealth Minute: Navigating Geopolitical Waters
In the complex tapestry of global financial markets, geopolitical events often appear as stark threads, weaving through the fabric of the markets with unpredictable outcomes.
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Holiday Cheer from the Fed – Market Reaches Record High
Investment Insights
Holiday Cheer from the Fed – Market Reaches Record High
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.
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Evaluating Bonds in a 5% World
Investment Insights
Evaluating Bonds in a 5% World
Extra, Extra! Read all about it! Lock in 5% annualized yield for the next two years! Is this not enough? Do you want a longer guarantee, how about 4.4% for 30 years?
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The Market Comes to Terms with “Higher for Longer”
Investment Insights
The Market Comes to Terms with “Higher for Longer”
The Fed may have avoided recession for now, but more economic pain may be necessary to bring inflation down to its long-term target.
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No, Artificial Intelligence Will Not Make Your Investment Manager Obsolete
Investment Insights
No, Artificial Intelligence Will Not Make Your Investment Manager Obsolete
Investment counseling is about achieving the best outcomes for each client based on their goals which necessitate a connection or bond with a client that a computer is unable to have.
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