Withum Wealth Mgt

Withum Wealth Management offers financial & investment advice in #NJ #NY #PA & #FL | #FinancialAdvisors | visit us online!

[Withum @WithumCPA]

Withum and @WithumWealth are proud to announce their exclusive sponsorship with the Hart Leadership Group, joining forces to elevate leadership development, business growth and family enterprise success across various industries around Southern California: https://t.co/LJPfqcPDu1

[Withum Wealth Mgt @WithumWealth]

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

https://t.co/JMcR3CFGNX

#MarketUpdate
#InvestmentInsights
#StockMarket
#MarketTrends
#FinancialPlanning
#Investing
#Economy
#WealthManagement
#Finance

[Withum Wealth Mgt @WithumWealth]

Ryan Fause gives a quick market update and invites you to join our upcoming quarterly webinar on February 7th.

Register below!

https://t.co/KWfNgrJy7y

#finance #investing #stockmarket #wealthmanagement #financialplanning

[Withum @WithumCPA]

It's a new year, which makes it the perfect time to schedule a no-obligation review with one of our @WithumWealth advisors

If you're ready to breathe new life into your portfolio, click here to get started on your Complimentary Portfolio Review (CPR): https://t.co/ZBsfyY87JW

[Withum @WithumCPA]

Mark Lucci from @WithumWealth stopped by our California offices with some stocking stuffers – and to highlight their Complimentary Portfolio Review service.

Schedule your review – and see how Withum Wealth builds customized portfolios – with a pulse: https://t.co/6JKErj5DWw

[Withum @WithumCPA]

We know it's tempting to say, "but first, coffee," but have you checked the health of your investment portfolio recently? Now is the perfect time to schedule a no-obligation Complimentary Portfolio Review (CPR) with one of our @WithumWealth advisors: https://t.co/KFIEXj5kr2

[Withum Wealth Mgt @WithumWealth]

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. #FederalReserve #RateCuts #Economy #USMarket #Inflation

https://t.co/2np6L9ebwg

[Withum Wealth Mgt @WithumWealth]

In the latest episode of our podcast, we explore an essential topic for retirees: identifying a sustainable withdrawal rate. The episode examines the history, assumptions, and current significance of the well-known “4% rule” for retirement withdrawals. https://t.co/QH67O4CCxa

[Withum Wealth Mgt @WithumWealth]

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.

#financialplanning #secondhome #investing #retirement #wealth #wealthmanagement

https://t.co/1cpIGGhl3K

[Withum @WithumCPA]

In this @LumiQLearn podcast episode, Adam Armstrong of @WithumWealth speaks with Omar Roubi about the key economic indicators of Q1 2024 and their implications for the U.S. economy looking ahead to Q2: https://t.co/UUMPM6ta7a

Start your free trial: https://t.co/CtjbTIXLM5

[Withum Wealth Mgt @WithumWealth]

In the latest episode of Amplified Wealth - According to Plan, Tom and Kate discuss the recent changes to 529 plans - and how they might benefit you and your family.

#529plans #529plan #rothira #secureact #financiaplanning

[Withum Wealth Mgt @WithumWealth]

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 #Magnificent7 helped drive the S&P and #Nasdaq 3.9% and 8.3% higher, respectively. #investing #stockmarket #finance

https://t.co/KC6PGNMs37

[Withum Wealth Mgt @WithumWealth]

We want to thank our incredible class of #interns who have worked with us throughout the month of June. We are excited to see where your careers will take you!

We are proud to host a robust #internship program and remain dedicated to developing tomorrow’s financial leaders.

[Withum Wealth Mgt @WithumWealth]

In the latest episode of Amplified Wealth, Carmine D’Avino dives into the world of investment 'isms, market trends and strategies for long-term success.

https://t.co/5J5IPgGdbU

#investing #finance #stockmarket #wealth #wealthmanagement #portfolio

[Withum Wealth Mgt @WithumWealth]

In the latest episode of Amplified Wealth, Carmine D'Avino dives into the world of investment 'isms, market trends and strategies for long-term success. Watch full episode on X. #investing #stockmarket #WealthManagement #finance

[Withum Wealth Mgt @WithumWealth]

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

https://t.co/knckofAz3n

#investing #wealthmanagement #finance #nasdaq #nyse #txse #StockMarket

[Withum Wealth Mgt @WithumWealth]

🏆 We are excited to announce that Withum Wealth has been recognized once again as a Top Wealth Management Magnet by Accounting Today for 2024. https://t.co/6cQrmmygru

#TopWealthManagement #WealthManagement #TopFirms2024 #WealthAdvisors #Top150Firms #FinancialPlanning

[Withum Wealth Mgt @WithumWealth]

The expiration of the 2017 Tax Cuts and Jobs Act (TCJA) is on the horizon - bringing with it the potential for significant changes to tax rates and deductions.

In the latest episode of our podcast, we welcome Lynn Mucenski-Keck - who serves as the National Lead on Federal Tax Policy at @WithumCPA - to discuss the key changes and practical steps you can take to prepare for the upcoming changes.

Watch the full episode below -or tune in to Amplified Wealth on your favorite podcast platform.

#TaxTips #TaxReform #TCJA #FinancialPlanning #TaxPlanning #TaxChanges #WealthManagement #FinancialAdvisor #EstatePlanning #TaxLaw #2025TaxChanges #SmallBusiness #TaxPreparation

[Withum Wealth Mgt @WithumWealth]

We were thrilled to host a fantastic group of children across various age groups for #BringYourChildtoWorkDay. Thank you to all the children and parents who made this an unforgettable day of fun and learning!

#BringYourChildToWorkDay
#FutureLeaders
#BringYourKidToWorkDay

[Withum Wealth Mgt @WithumWealth]

We are excited to share with you this concise report on #Bitcoin - which serves as a companion piece to our full-length podcast episode discussing the recent host of ETFs and much more! https://t.co/phHk8SWiAF

#finance #crypto #cryptocurrency #bitcoinhalving #bitcoinETFs