Round Table Financial

Q2 told two different stories. The economy cooled, inflation remained stubborn, and the Federal Reserve signaled patience rather than a pivot, yet stocks moved sharply higher as strong corporate earnings and continued enthusiasm around technology and AI helped fuel market gains. Swipe to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio, retirement plan, or long-term financial strategy, please 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.

This July, we’re not just celebrating Independence Day — we’re also celebrating 250 years as a nation, a truly once-in-a-lifetime holiday. Our team wishes each of you a happy, safe, and memorable Fourth of July!

Please note that our office is closed on Friday, July 3rd. We’ll be back on Monday, July 6th, ready to assist with any early summer questions or needs.
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.

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.