Blog and Resources
Financial news you don't want to miss.
SECURE 2.0 Act
February 17, 2023Amid the 1,650-page, 20,000-word, $1.7 trillion omnibus spending legislation passed by Congress were several provisions ...
Introducing Mishelle Ciliberti, CPA
January 24, 2023Andrew Samalin introduces Mishelle Ciliberti, CPA, Samalin Wealth’s newest relationship manager. Hear how Mishelle will ...
Q1 2023 Newsletter
January 03, 2023This newsletter edition contains the following articles of interest: Sectors: Overweight, Underweight, or Just Right? Fa...
Year-end Charitable Giving
December 12, 2022With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the p...
Navigating an Inflation Surge: The Series 1 U.S. Savings Bond (I Bond)
October 20, 2022Inflation has been top of mind for economists and investor alike and investors, like you, have been asking for investmen...
Q4 2022 Samalin Wealth Newsletter
October 14, 2022This newsletter edition contains the following articles of interest: Dividends for Income and Total Returns Finding Forg...
Market Brief | September 14, 2022
September 14, 2022Andrew Samalin explains recent market volatility and provides historical FOMC context and perspective. (3:18)
Inflation Reduction Act: What You Should Know
August 30, 2022The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a n...
Market Brief | August 15, 2022
August 15, 2022Andrew Samalin talks about recent financial news and provides his perspective on the much-debated question about whether...
Now Might Be a Good Time for a Roth Conversion
July 21, 2022One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA ...