Blog and Resources
Financial news you don't want to miss.
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 ...
Market Brief: SpaceX IPO
June 10, 2026SpaceX is poised to become one of the most anticipated and closely watched IPOs in market history, driven by its leaders...
Retirement Planning Has Changed. Has Yours Kept Up?
April 29, 2026There is one question we hear more than any other from clients approaching or already in retirement. It is not about mar...
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...
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...
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...
Q1 2026 Newsletter
January 06, 2026From strategies to increase investment income to timely reminders about tax season risks, our Q1 2026 newsletter focuses...