Round Table Financial

05/29/2026

For many business owners, mid-year is a natural time to reflect on how the year has gone so far and start planning for a strong finish. One area to review during this time is employee benefits.

Reviewing your benefits offerings now gives you the opportunity to make thoughtful adjustments that support both your team and your long-term business goals. A proactive approach today can help position your business for success at year-end and beyond.

If you have not taken a fresh look at your benefits strategy this year, give us a call and let’s review your approach together. We are here to help you make informed, strategic decisions for the future.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

05/27/2026

05/26/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

05/22/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective. Swipe through to learn more.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise. If you would like to discuss your specific finances, give us a call today.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

05/20/2026

As we finish graduation season, it's important to remember the June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching!

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

05/19/2026

Stocks climbed to record highs last week before a hotter-than-expected April CPI report, and concerns about a hawkish Federal Reserve sent Treasury yields sharply higher. Swipe through for more insights.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

05/18/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

05/11/2026

Last week offered something relatively rare: the economy lost speed without losing its footing, thanks to moderating wages and steady business activity. However, the main risk remains inflation, which is still above the Federal Reserve's target. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.