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Eric Thompson | Source | Director, Wealth Advisor at Round Table Wealth Management

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Eric Thompson

Director, Wealth Advisor at Round Table Wealth Management
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Eric Thompson is a Director, Wealth Advisor at Round Table Wealth Management. He is responsible for developing customized asset allocations, comprehensive financial planning, as well as coordinating day-to-day client needs.

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  • How to Build an Investment Portfolio | WTOP

    Investing can be challenging for anyone, but for those in their mid-20s to mid-30s, it can be especially daunting to build a portfolio from scratch — especially while paying off student loans…

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  • Receiving a dividend, being paid a coupon on a bond, selling a security for a gain or loss, and many other actions have tax consequences that should be considered when reviewing a holding and calculating performance.

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