Blog and Resources
Financial news you don't want to miss.
Q2 2024 Newsletter
April 11, 2024This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2024 Extreme Wea...
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...
Tax Relief Legislation in Progress
February 27, 2024Legislation that could benefit parents and business owners is currently moving through Congress. The House has passed th...
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...
Q1 2024 Newsletter
January 02, 2024This newsletter edition contains the following articles of interest: Can Your Personality Influence Your Portfolio? Bond...
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
Q4 2023 Newsletter
October 27, 2023This newsletter edition contains the following articles of interest: All Eyes on the Earnings Picture Coming in 2024: Ne...
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 ...