Blog

The idea that 401(k) plans are too complex or costly for small businesses is becoming outdated. We understand the juggling act of running a business while managing employee benefits. Recent changes...

Can you believe September has already arrived? Reflecting on the end of summer, August delivered fluctuations in U.S. markets, with rallies and pullbacks driven by shifting Fed policies, durable...

Ah, the back-to-school season—it’s that time of year when families everywhere are juggling school supply shopping, adjusting to new schedules, and balancing the general chaos of returning to...

Record Gains Amid Low VolatilityIn July, financial markets witnessed record highs in key stock indices. The S&P 500 climbed by 2.2% and the Nasdaq 100 saw a 2.4% increase, bolstered by relatively...

When it comes to investing, mutual funds and exchange-traded funds (ETFs) are two popular options that often spark confusion among investors. At Round Table Financial, we believe that both have...

Mid-Year Momentum: Time for a 401(k) Check-InWow, can you believe we're already halfway through the year? It's a great time for employers to perform a mid-year 401(k) check-up. This proactive move...

Check your Risk Profile Score today!Technology Leading the WayAt Round Table Financial (RTF), we are excited to share our latest insights and strategic moves in the ever-evolving financial...

So Much Trouble and Uncertainty In The WorldThe following are thoughts from our Financial Advisor, Bob Randolph, on current market conditions:It has been a bleak year for the U.S. stock market...

This Week’s Stock Market Sell-OffThe following are this week’s thoughts from our Chief Advisor, Thomas McCain. His thoughts on markets and their motivations for movements are invaluable to us here...

Thoughts from Bob (the new guy) on this week:“Concentrate your energy and hoard your strength.”Sun Tzu, The Art of WarThis quote seems apropos given current market conditions with the war in...

Thoughts from Alex on this week:Thoughts from Alex on this week:Laurence J. Peter (9/16/19 – 1/12/90) a Canadian educator and best known for his original formation of the “Peter Principle,” (which...

Thoughts from Thomas on this week:There is no doubt that the market sentiment has become an emotional negative. The Russian- Ukraine issue, consumer prices rising steeply, and February’s notorious...

“YES, VIRGINIA, THERE IS A SANTA CLAUS”Eight-year-old Virginia O’Hanlon wrote a letter to the editor of New York’s Sun, and the quick response was printed as an unsigned editorial Sept. 21, 1897....

Round Table FinancialKeeps Seniors SafeAt Round Table Financial we keep our aging clients safe. With honesty and integrity we go through vigilant steps to make sure you are safe from exploitation...

We sincerely thank you all for coming out to our open house. We can’t thank everyone enough for attending our open house and showing your overwhelming support for our new endeavor. For those of you...

Leaders In the IndustryWe Admire: Cathie WoodI cannot think of a better example of how to compile a productive investment philosophy and run an ETF or any other business, than how Cathie Wood at...