Blog and Resources

Financial news you don't want to miss.

REITs vs. Private Equity Real Estate
REITs vs. Private Equity Real Estate
March 22, 2023

In our latest educational series video, Andrew Samalin describes potential methods of investment in real estate and thei...

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
March 14, 2023

The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on the policie...

Market Brief 3/13/23
Market Brief 3/13/23
March 13, 2023

Wall Street is still processing the news from last week of a prominent Silicon Valley bank that was taken over by the FD...

The Debt Ceiling and Deficit Spending
The Debt Ceiling and Deficit Spending
March 07, 2023

On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt c...

SECURE 2.0 Act
SECURE 2.0 Act
February 17, 2023

Amid the 1,650-page, 20,000-word, $1.7 trillion omnibus spending legislation passed by Congress were several provisions ...

Introducing Mishelle Ciliberti, CPA
Introducing Mishelle Ciliberti, CPA
January 24, 2023

Andrew Samalin introduces Mishelle Ciliberti, CPA, Samalin Wealth’s newest relationship manager. Hear how Mishelle will ...

Q1 2023 Newsletter
Q1 2023 Newsletter
January 03, 2023

This newsletter edition contains the following articles of interest: Sectors: Overweight, Underweight, or Just Right? Fa...

Year-end Charitable Giving
Year-end Charitable Giving
December 12, 2022

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the p...

CHIPs and Science Act Aims to Preserve U.S. Technology Edge
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
November 11, 2022

The CHIPs and Science Act of 2022, signed into law on August 9, is a bipartisan legislation package that provides more t...

Midterms and Markets: Four Things You Should Know
Midterms and Markets: Four Things You Should Know
November 03, 2022

Stock performance and midterm elections share a peculiar relationship. As midterm elections approach, markets turn volat...