Withum Wealth Management

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.

https://okt.to/nU3c0t

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.

https://okt.to/M1hc2u

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.

We are proud to announce that Lex Smit, Wealth Advisor at Withum Wealth Management has been recognized by NJBIZ as a 2024 Leader in Finance.

For nearly a decade, Lex has dedicated himself to fostering and maintaining strong client relationships – often working with families across multiple generations, offering his expertise in both investment management and financial planning. Lex is also highly involved in the community, with a strong focus on developing the next generation of business leaders through financial workshops and by spearheading our firm’s robust internship program.

We could not be more excited for Lex and this recognition – as it’s a testament to his unwavering commitment to excellence in serving both our clients and the community.

The NJBIZ Leaders in Finance awards celebrates New Jersey’s financial executives who contribute to the success of their companies as well as their communities. To learn more about this honor, the methodology and the full list of honorees, please click here: https://okt.to/K6aTlD

NJBIZ unveils 2024 Leaders in Finance honorees Find out who will be recognized this year for their contributions to the success of their companies as well as their communities.

Withum Wealth was proud to partner once again with Monmouth University for their '𝗜𝗻𝘁𝗲𝗿𝗻 𝗳𝗼𝗿 𝗮 𝗗𝗮𝘆' program.

Throughout the day, Kyle had the opportunity to sit alongside our advisors and client services team, gaining a firsthand experience in the world of financial planning and investment management.

This initiative aligns perfectly with our commitment to nurturing the next generation of talent in the finance industry, as Withum Wealth has continued to build and expand our robust internship program over the years.

We extend our sincere thanks to Monmouth University for offering such a great program and look forward to hosting additional students throughout the year.

In our latest Withum Wealth Minute, we aim to demystify the often-perplexing reactions of financial markets to geopolitical events - and provide insights into how we incorporate into our investment approach.

Read full insight here: https://okt.to/nepa2o

Withum Wealth Minute: Navigating Geopolitical Waters As investment advisors, understanding the nuanced interplay between geopolitics and market dynamics is crucial for guiding our clients through turbulent waters.

We are pleased to announce that Monica Jalife has been recognized once again by and Research for her continued dedication to wealth management and exceptional commitment to her clients.

We could not be more proud or excited for Monica to receive this honor – as it’s a testament to her and the team's hard work throughout the year, assisting clients in achieving their financial goals.

To learn more about this honor, the methodology and to access the full list click here:

https://okt.to/SB0xWN

Top Women Wealth Advisors Best-In-State 2024 The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.

🎙️ In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein welcome Monica Jalife - Principal and Wealth Advisor at Withum Wealth Management - to discuss financial planning best-practices as we begin the new year.


https://okt.to/C1lkH6

Amplified Wealth - According to Plan: New Year Financial Wellness Checklist with Monica Jalife In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein welcome Monica Jalife - Principal and Wealth Advisor at Withum Wealth Manag...

2023’s market performance was a welcomed surprise, and with uncertainty still elevated, investors would be wise to expect – and accept – the unexpected.

Read more in our 𝗪𝗶𝗻𝘁𝗲𝗿 𝟮𝟬𝟮𝟰 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 - available now! https://okt.to/oDkTrc

Winter 2024 Investment Commentary What a difference a year can make. US equities rose in 2023, with the major indices erasing their2022 declines.

🗓️ Join us on January 23rd as we present our near-term and long-term investment outlook for 2024 and beyond. Register using the link below!



https://okt.to/YZVq60

Winter 2024 Market Update Webinar Join us on January 23rd as we present our near-term and long-term investment outlook for 2024 and beyond.

🎙In the latest, festive episode of our podcast, 𝗔𝗺𝗽𝗹𝗶𝗳𝗶𝗲𝗱 𝗪𝗲𝗮𝗹𝘁𝗵, Adam Armstrong & Austin Hagaman interview Jim Ferrare - Managing Principal at Withum Wealth Management - who delves into the evolution of the industry over the past four decades, and discusses its future trajectory.

Episode Highlights:

🏡 A Look Back Over The Years
A reflection on Jim's illustrious 40-year career, unpacking the challenges and triumphs that have shaped the industry.

🎉 2023 Year in Review and What Lies Ahead
The market closed the year at record highs - offering surprising relief from the bear market in 2022. Could there be more surprises ahead in the coming year?

📊 Navigating Market Shifts and Industry Changes
Insights into the evolution of the industry - and how the 24/7 news cycle, major events and technology have shaped the industry.

🔮 The Future Landscape and Investor Guidance
Addressing concerns about AI's impact on the industry, the potential tokenization of securities and predictions for the upcoming year.

https://okt.to/RYjDJi

Amplified Wealth: Unwrapping 40 Years of Investment Wisdom with Jim Ferrare In the latest, festive episode of our podcast, Amplified Wealth, Adam Armstrong & Austin Hagaman interview Jim Ferrare - Managing Principal at Withum Wealth ...

🎙 In the latest episode of 𝗔𝗺𝗽𝗹𝗶𝗳𝗶𝗲𝗱 𝗪𝗲𝗮𝗹𝘁𝗵 - 𝗔𝗰𝗰𝗼𝗿𝗱𝗶𝗻𝗴 𝘁𝗼 𝗣𝗹𝗮𝗻, hosts Tom Farrell and Kate Fishbein dive deep into tax loss harvesting - a powerful strategy for optimizing investment accounts.

Learn about opportunities and actions you can take now to lower your tax bill on non-qualified investment accounts.

https://okt.to/RdPwgE

Amplified Wealth: According to Plan - Tax Loss Harvesting 101 In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein dive deep into Tax Loss Harvesting - a powerful strategy for optimizing inv...

The deceleration in and a more restrained monetary approach resulted in a surge in the market, with the hitting record highs last week.

No doubt, investors rejoiced at the sound of the market's closing jingle bells.

https://okt.to/hDaMOv

Holiday Cheer from the Fed – Market Reaches Record High A soft landing - once thought to only be achieved by Mr. Clause himself – has potentially been attained by The Fed after a two-year tightening cycle.

As we approach the end of 2023, we share some valuable year-end planning tips to ensure that you conclude the year - and begin next year - feeling well informed and prepared for what’s ahead. ⏲ 🛣

Download our 2-page checklist 👉 https://okt.to/Liq2NG

Year-End Financial Planning Checklist As 2023 comes to a close, we share some valuable year-end planning tips to ensure that you end this year and begin the next year feeling well informed and prepared for what’s ahead.

In our latest episode of Amplified Wealth, Alice Gabriele and Andrew Gabriele take a deep dive into the dynamics of both the residential and commercial real estate markets.

Here's a sneak peek at what you can expect:

🏡 Residential Real Estate
Rising mortgage rates, decreasing supply and affordability has helped to create a seller's market. How are owners and first-time homebuyers dealing with current conditions?

🏙 Commercial Real Estate
Is the 'Urban Doom Loop' overblown? Learn how the work-from-home phenomenon has affected commercial real estate in major markets, and what this might mean for the greater economy.

🌊 Future Thoughts
What ripple effects can we expect to see due to the current real estate landscape - and how can we expect the market to respond?

Watch the full episode below - and be sure to subscribe to us on YouTube and all of your favorite podcast platforms. 🎙

https://okt.to/rFTvnI

Amplified Wealth: Real Estate Insights with Alice Gabriele and Andrew Gabriele Withum Wealth is excited to share the latest episode of our podcast, Amplified Wealth, where Alice Gabriele and Andrew Gabriele take a deep dive into the dyn...

In the spirit of Thanksgiving, our latest episode of Amplified Wealth is all about charitable giving. Watch the full episode on YouTube - or listen in using favorite podcast service!

https://okt.to/bolPQ7

Amplified Wealth: According to Plan - Tax Efficient Strategies for Philanthropic Giving In the spirit of Thanksgiving, Tom Farrell and Kate Fishbein discuss various strategies related to charitable giving. In our podcast series, According to Pla...

As the new year approaches, we understand the importance of staying informed about the latest updates that can impact your financial decisions.

To help you plan for the upcoming season, we are excited to share with you our 𝟮𝟬𝟮𝟰 𝗞𝗲𝘆 𝗧𝗮𝘅 𝗙𝗮𝗰𝘁𝘀 sheet. Download here 👉 https://okt.to/ygnNWF

Withum Wealth - 2024 Tax Facts.pdf This two-page fact sheet provides a snapshot on all of the latest tax updates to help you begin your tax planning process.

Inside our 𝟮𝟬𝟮𝟯 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿, you will find helpful year-end planning tips, hear about the proposed IRS clarification on inherited IRAs, explore the key provisions of SECURE ACT 2.0, delve into various estate-related documents, and much more!

Download the full report – available now on our Financial Planning Resource Center: https://okt.to/T3lfKE

Major US equity indices retreated in Q3, with the S&P 500 hitting a year-to-date high at the end of July but falling thereafter, closing the quarter -3.7% lower. Still, the benchmark sits at +12.1% year-to-date at quarter-end. Read more in our latest Quarterly Investment Commentary 👉 https://okt.to/SUCOMs

Fall 2023 Investment Commentary Major US equity indices retreated in Q3, with the S&P 500 hitting a year-to-date high at the end of July but falling thereafter, closing the quarter -3.7% lower, with most of the decline taking place during September.