News

A collection of Withum Wealth news stories.

Withum Wealth Management Has Been Named a Top Firm by AUM From Accounting Today Magazine
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Withum Wealth Management Has Been Named a Top Firm by AUM From Accounting Today Magazine
Accounting Today has released their 14th annual ranking of firms by AUM.
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Withum Wealth Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
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Withum Wealth Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
July 30, 2020 – Withum Wealth Management (WWM) is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
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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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Withum Wealth Management Perspectives: Wealth Management Ideas for 2020 and Beyond
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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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Video: To Sell or Not To Sell
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Video: To Sell or Not To Sell
During times of increase volatility like today, when there are plenty of negative news about the economy and perhaps our personal lives, it can be difficult to think longer term.  Some might even consider hitting the sell button and parking their money under the proverbial mattress.  Join Elena and Monica as they discuss some considerations
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COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
Coronavirus (COVID-19)
COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
A surging stock market and historic unemployment levels; incompatible, mirror opposites or is there an explanation?
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To Sell or Not to Sell? That is the Question
Coronavirus (COVID-19)
To Sell or Not to Sell? That is the Question
Like a Shakespeare play, COVID 19 is giving us order and disorder, life and death, some might even say youth and age conflicts. We are absolutely living in a world encapsulating Power, Nature, Love and Relationships, and Conflicts.
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Grantor Retained Annuity Trusts (GRATs)
Coronavirus (COVID-19)
Grantor Retained Annuity Trusts (GRATs)
There are many ways to transfer wealth to family and charitable organizations and many require the outright transfer of assets irrevocably.
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