2020 Financial Planning Newsletter
News
2020 Financial Planning Newsletter
Click the image or link to download the 2020 Financial Planning Newsletter
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CNBC’s Top 100 Financial Advisory Firms Released
News
CNBC’s Top 100 Financial Advisory Firms Released
Withum Wealth Management’s sub-investment advisor, Pinnacle Associates, is mentioned for the first time in CNBC’s Top 100 Financial Advisors.
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Rest In Peace & Perfect Harmony, Eddie
Investment Insights
Rest In Peace & Perfect Harmony, Eddie
Eddie Van Halen passed away last week after a long and hard-fought battle with cancer. Mr. Van Halen was one of the most innovative and exciting geniuses to ever wield a guitar and will undoubtedly be remembered forever. For a more traditional obituary, feel free to jump over to the great piece put out by the NY Times, however in our own Withum Wealth style, we will pay tribute in another, financially oriented way.
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The (Not So) Happiest Place on Earth?
Investment Insights
The (Not So) Happiest Place on Earth?
This past week, there were some major developments reminding us that COVID is still impacting our daily lives. Cases are rising again in many cities in the US and around the globe – Europe seems to be at the start of a second wave – and news was released that our President and the First Lady have tested positive for the virus. While the summer brought about a sense of normalcy for many, there is no question that this virus is far from gone.
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Not Your Typical Drama
Investment Insights
Not Your Typical Drama
With the rise of streaming giants and in an era of cord cutting, many were questioning the longer-term sustainability of movie theaters. Throw in a global pandemic where no one should be closer than six feet, and we are seeing many technology-driven trends accelerate to new extremes and some old guard businesses continue to decline. Movie theaters are no exception.
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The Clock is TikTok-ing
Investment Insights
The Clock is TikTok-ing
TikTok, known in China as Douyin, is a video-sharing social networking service that has a forced deadline ahead with potentially long-lasting political and economic implications.
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Not Your Average Jones
Investment Insights
Not Your Average Jones
Change is in the air. After nearly 100 years, Exxon Mobil is being removed from the Dow Jones Industrial Average, along with Pfizer and Raytheon Technologies. Newcomers are biotech giant, Amgen, manufacturing conglomerate, Honeywell, and enterprise software giant, Salesforce.com. These index changes are fairly common, however this one is particularly interesting and brings into question why the heck the Dow became so popular in the first place.
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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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