Withum Wealth Management

ICYMI: Catch up on the market at your convenience - stream our Winter 2025 Market Update webinar - now on YouTube.

https://okt.to/ZyAx3c

Winter 2025 Market Update Webinar 2024 was a year to remember for the markets, with major indices like the S&P 500 achieving another 20%+ performance year, optimism surrounding AI driving inn...

Last week’s decision by the Federal Reserve to cut the federal funds rate by 50 basis points marks a significant moment in the central banks’ continual effort to manage the U.S. economy’s trajectory.

Read more in our latest Withum Wealth Minute.










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Putting the Fed's 50 Basis Point Cut in Perspective Last week’s decision by the Federal Reserve to cut the federal funds rate by 50 basis points marks a significant moment in the central banks’ continual effort to manage the U.S. economy’s trajectory.

In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell dive into one of the most critical topics for retirees - determining a sustainable withdrawal rate. Joined by special guest Ann Schnorrenberg, CFP®, PhD, the discussion unpacks the history, assumptions, and modern-day relevance of the widely-known “4% rule” for retirement withdrawals.

https://okt.to/OF69pG

Retirement Income Planning: Understanding Safe Withdrawal Rates In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell dive into one of the most critical topics for retirees - d...

In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell welcome Monica Jalife to discuss the ins-and-outs of owning a second home.

Whether it's a lakeside retreat or a cozy cabin in the woods, there are many factors to consider before making your decision.

Watch the full episode on our YouTube channel below - or tune in wherever you get your favorite podcasts!



https://okt.to/IkGyEJ

Second Home, Sweet Home: Dream or Nightmare? | Key Considerations and Insights In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell welcome Monica Jalife to discuss the ins and outs of ownin...

In the latest episode of Amplified Wealth - According to Plan, Kate Fishbein and Tom Farrell discuss the recent changes to 529 plans and how these updates could benefit you and your family.

Watch the full episode below or stream on all of your favorite podcast platforms.

https://okt.to/SaCFHB

Amplified Wealth According to Plan - From Tuition to Retirement: Recent Changes to 529 Plans In the latest episode of Amplified Wealth - According to Plan, hosts Kate Fishbein, CFP®, and Tom Farrell, CFP®, dive into recent changes in 529 plans and ho...

Major US equity indices put in a mixed performance in Q2, with the Dow falling (1.7%), while major performance contributions from some of the Magnificent 7 stocks helped drive the S&P and Nasdaq 3.9% and 8.3% higher, respectively.

Read more in our Summer 2024 Investment Commentary.

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Summer 2024 Investment Commentary Major US equity indices put in a mixed performance in Q2, with the Dow falling, while major performance contributions from some of the Mag 7 stocks helped drive the S&P and Nasdaq higher.

In the latest episode of Amplified Wealth, Adam C. Armstrong, CFP® and Austin Hagaman, CFA®, CFP®, AWMA® welcome Carmine D’Avino, CFP® as he dives into the world of investment 'isms, market trends and strategies for long-term success.

Watch the full episode below or listen on all of your favorite platforms.

https://okt.to/PDx9aR

Debunking 7 Market Myths To Be A Better Investor In the latest episode of Amplified Wealth, Adam Armstrong and Austin Hagaman welcome Carmine D'Avino as he dives into the world of investment 'isms, market t...

⭐ Lone Star Listings? The Texas Stock Exchange Mounts Challenge to NYSE, Nasdaq - read more in our latest Withum Wealth Minute.

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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.

🏆 We are excited to announce that Withum Wealth has been recognized once again as a Top Wealth Management Magnet by Accounting Today for 2024.

Each year, Accounting Today receives hundreds of submissions and only honors the top 150 firms in the country. 👏

For more information on this recognition and for the full list and methodology - click below.

https://okt.to/u8bdPL

Withum Wealth Management Recognized by Accounting Today as 2024 Top Firm by AUM We are excited to announce that Withum Wealth has been recognized once again as a Top Wealth Management Magnet by Accounting Today for 2024.

Yesterday, our team was excited to open our doors for “Bring Your Child to Work Day!” We were thrilled to host a fantastic group of children across various age groups for a full day of fun and learning. Thank you to all the children and parents who made this an unforgettable day!

We are excited to share with you this concise report on - which serves as a companion piece to our recent full-length podcast episode - where Adam C. Armstrong and Austin Hagaman discussed Bitcoin basics, its pricing, the upcoming halving-event, the recent host of ETFs and much more!

Download the full report and gain access to our in-depth analysis - and be sure to listen to the full episode of our , Amplified Wealth for a more comprehensive discussion on the digital currency and its future in the marketplace.

https://okt.to/Y6aFJw

Bitcoin Basics, the ETF Landscape and Investment Considerations - Podcast Companion Piece We are excited to share with you this concise report on Bitcoin - which serves as a companion piece to our recent full-length podcast episode.