Blog and Resources

Financial news you don't want to miss.

IRS Rule 72(t)
IRS Rule 72(t)
May 10, 2023

In our latest educational series video, Andrew Samalin talks about an obscure IRS code section called Rule 72(t), which ...

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...

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...

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 ...

Navigating an Inflation Surge: The Series 1 U.S. Savings Bond (I Bond)
Navigating an Inflation Surge: The Series 1 U.S. Savings Bond (I Bond)
October 20, 2022

Inflation has been top of mind for economists and investor alike and investors, like you, have been asking for investmen...

Market Brief | September 14, 2022
Market Brief | September 14, 2022
September 14, 2022

Andrew Samalin explains recent market volatility and provides historical FOMC context and perspective. (3:18)

Market Brief | August 15, 2022
Market Brief | August 15, 2022
August 15, 2022

Andrew Samalin talks about recent financial news and provides his perspective on the much-debated question about whether...

Market Brief | June 15, 2022
Market Brief | June 15, 2022
June 15, 2022

Andrew Samalin reacts to today’s announcement from the Federal Reserve in our Wednesday, June 15 Market Brief.

Q2 2022 Market Update – Session 4: Long-Term Themes
Q2 2022 Market Update – Session 4: Long-Term Themes
May 26, 2022

Andrew Samalin provides an in-depth presentation of the markets, economy, and long-term themes heading into Q2 2022, as ...