Blog and Resources
Financial news you don't want to miss.
Q4 2026 Newsletter
October 05, 2026From the fundamentals of interest rates to the rising risks of options trading, our Q4 2026 newsletter focuses on helpin...
Bond Market Volatility: What Could Higher Yields Mean for Your Money?
September 24, 2026A sell-off in U.S. Treasury bonds has pushed longer-term yields sharply higher, with repercussions that could ripple acr...
New Federal Law Aims to Expand Housing Opportunities
September 02, 2026The 21st Century ROAD to Housing Act is a new bipartisan federal law that is designed to expand housing options for Amer...
AGI Migration: Are Lower-Tax States Attracting More Income?
August 13, 2026What IRS AGI migration data shows about taxpayer moves IRS migration data provide a revealing look at where taxpayers—an...
Trade Roundup: New Tariff Actions and Rates
August 13, 2026On July 24, 2026, the United States imposed a fresh round of tariffs on goods from 60 trading partners, citing Section 3...
Who Owns America's $39 Trillion Debt
August 05, 2026America has accomplished incredible things throughout its 250-year history, but debt is also part of its story. Today, t...
AI vs. Dot.com: Same Story, Different Ending?
July 16, 2026Artificial intelligence has become one of the biggest investment stories of our time. Companies are investing hundreds o...
Fixed Income and the Long View
June 26, 2026Something has shifted in how investors think about portfolio construction, and it is worth noting. The argument we keep ...
Divorce Financial Planning on the Five Minutes with Fried Podcast
June 24, 2026Andrew Samalin was recently a guest on Five Minutes with Fried, a short-form podcast hosted by Michael Fried, a litigati...
Q3 2026 Newsletter
June 22, 2026From retirement income strategies to the tax implications of life's biggest transitions, our Q3 2026 newsletter tackles ...