Blog and Resources
Financial news you don't want to miss.
The Case for Paying Yourself First
April 03, 2026Andrew Samalin's recent article explains that paying yourself first is not a budgeting tip — it is financial architectur...
Q2 2026 Newsletter
April 01, 2026From key tax updates to strategies for serious savers, our Q2 2026 newsletter delivers timely insights to help you navig...
The Iran War, the Economy, and Your Portfolio
March 26, 2026The war with Iran has extended for weeks, and it's unclear how long the conflict might last or how it might be resolved,...
What a Weaker Dollar Means for Your Money
March 11, 2026How Far Has the Dollar Fallen? The U.S. Dollar Index — which measures the dollar's strength against six of the world's m...
Where Inflation Has Hit the Hardest (2000-2025)
February 26, 2026Affordability for key essentials remains a sticky issue in the United States. This graphic shows the cumulative rate of ...
Divorce Law Is a Discipline. So Is Divorce Financial Planning.
February 18, 2026Andrew Samalin’s recent article in InvestmentNews argued that divorce should not be treated as a “loss leader,” but as a...
Geopolitics and the U.S. Financial Markets
February 03, 2026International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezu...
Paper Tax Refund Checks Being Phased Out by the IRS
February 02, 2026As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the ...
530A (Trump) Accounts: What Parents Need to Know
January 15, 2026In December 2025, the U.S. Department of the Treasury and the Internal Revenue Service released Notice 2025-68, offering...
Q1 2026 Newsletter
January 06, 2026From strategies to increase investment income to timely reminders about tax season risks, our Q1 2026 newsletter focuses...