Blog and Resources
Financial news you don't want to miss.
Tax-efficient Investing Strategies
April 11, 2024Are you looking to maximize your investment returns while minimizing your tax burden? In this video, Laurance Kersh, CFP...
The Impact of Falling Interest Rates
January 24, 2024Interest rates are projected to decrease significantly compared to the increases of recent years. Laurance J. Kersh, CFP...
The Benefits of Investing in Dividend Stocks
November 01, 2023The current interest rate environment in the country has undergone significant changes compared to the Covid era. Lauran...
NYACP Collaborative Chat
October 31, 2023NYACP President Melissa Goodstein hosts a Collaborative Chat with NYACP Member Andy Samalin. Disclosure
Market Brief 10/4/23
October 04, 2023Andrew Samalin discusses the recent interest rate moves and their effects on market performance and your investments. Di...
Exploring 401(k) Account Options During a Layoff
August 10, 2023Finding yourself suddenly unemployed can be devastating and to add to the complexity of the situation, you may not know ...
SOFR: Secured Overnight Financing Rate
June 08, 2023In our latest educational series video, Andrew Samalin talks about SOFR, Secured Overnight Financing Rate: what it is, h...
IRS Rule 72(t)
May 10, 2023In 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
March 22, 2023In our latest educational series video, Andrew Samalin describes potential methods of investment in real estate and thei...
Market Brief 3/13/23
March 13, 2023Wall Street is still processing the news from last week of a prominent Silicon Valley bank that was taken over by the FD...