Investment Insights

Insights into financial markets from Withum Wealth.

Ford vs. Ferrari? Or Ford vs. Tesla?
Investment Insights
Ford vs. Ferrari? Or Ford vs. Tesla?
For anyone that has seen the Oscar nominated movie, Ford vs. Ferrari, you know how this tale worked out. Situated in the 1960s, Ford’s product line was called into question and their inability to compete on the racetrack was turned into motivation for what eventually created the GT40. If you have not seen it, well… we won’t spoil it for you as it’s a worthwhile Quarantine movie.
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NOT ALWAYS SUNNY IN FLORIDA
Coronavirus (COVID-19)
NOT ALWAYS SUNNY IN FLORIDA
At Withum Wealth Management, we recognize the fact that Federal tax reform has escalated the cost of living in New Jersey, New York, Connecticut, and Illinois, among other states.
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Video: COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
Coronavirus (COVID-19)
Video: COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
In the early months of 2020, the economy was in a seemingly good state. However, due to COVID-19, the S&P 500 index saw its quickest decline in history. Although economic data remains weak, the stock market is surging.
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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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The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?
Investment Insights
The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?
Jim Ferrare, CFA®, CPA, a Wealth Advisor and Managing Principal, recently published an article on The Robo v. Human Advisor Debate for the May/June 2019 edition of the New Jersey CPA Magazine.
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Yield Curve Inversion- Some Interesting Facts
Investment Insights
Yield Curve Inversion- Some Interesting Facts
On Friday March 21st, one important part of the yield curve inverted for the first time since 2007.
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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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