Blog and Resources
Financial news you don't want to miss.
2023 Year-end Tax Tips
October 24, 2023Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to n...
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...
Why Did Retirement Confidence Falter in 2023?
August 12, 2023In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute foun...
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 ...
Is This Bull Timid or Ready to Charge?
July 10, 2023On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of ...
Q3 2023 Newsletter
July 01, 2023This newsletter edition contains the following articles of interest: How Taxes Impact Your Retirement-Income Strategy Yo...
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...
Will AI Upend the American Workforce?
June 07, 2023A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since i...
Fiscal Responsibility Act of 2023
June 06, 2023The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January ...
New Clean Vehicle Tax Credit Guidance Issued
May 16, 2023Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean v...