Blog and Resources
Financial news you don't want to miss.
Market Monthly: February 2022
March 02, 2022Wall Street opened the month on a high note, with each of the benchmark indexes advancing. A stronger-than-expected jobs...
Q1 2022 Newsletter
February 01, 2022This newsletter edition contains the following articles of interest: Announcing Our New Name: Samalin Wealth 2021: It’s ...
Finance Focus Video: How Does Inflation Affect Financial Goals?
May 26, 2021Today’s topic is Inflation and how it affects your financial goals. Inflation is represented by the Consumer Price Index...
Finance Focus Video: Market Capitalization & Enterprise Value
May 15, 2021Today’s topic is market capitalization and enterprise value. Market capitalization (market-cap) is the market value of a...
Finance Focus Video: How Does Compound Interest Benefit You?
May 04, 2021Today’s topic is compound interest. When you deposit funds in your bank saving account, you earn interest on your princi...
Finance Focus Video: What is your Risk Profile?
March 26, 2021Today’s topic is risk profiling for your portfolio. This is a very personal component of your investment experience. You...
Finance Focus Video: Real Estate Investment Options
March 21, 2021We have a lot of clients with real estate interests and they ask us which is better: real estate in REIT form, real esta...
Finance Focus Video: The 4% Rule
March 15, 2021This video goes out to the pre-retirees – today’s topic is the 4% rule for your retirement assets. What is the 4% rule f...
Finance Focus Video: Closed-end Funds vs. ETFs
March 09, 2021Today’s topic is “What are closed-end funds and how do they differ from ETFs”. What type of investor should hold? An ETF...