Blog and Resources
Financial news you don't want to miss.
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 ...
Q3 2022 Newsletter
July 02, 2022This newsletter edition contains the following articles of interest: Inflation Protection for Investment Dollars What’s ...
Market Monthly: June 2022
July 01, 2022For the first time since 2015, each of the benchmark indexes lost value for two consecutive quarters. They also posted l...
Tech Sector Turmoil and the Bear Market
June 21, 2022During the intensely volatile first 100 trading days of 2022, the stocks of companies in the S&P 500 index delivered...
Market Brief | June 15, 2022
June 15, 2022Andrew Samalin reacts to today’s announcement from the Federal Reserve in our Wednesday, June 15 Market Brief.
Rising Rates Join Long List of Housing Dilemmas
June 10, 2022Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate f...
Market Monthly: May 2022
June 10, 2022May was a volatile month for Wall Street. Stocks began May where April ended, with losses. In fact, it wasn’t until the ...
Q2 2022 Market Update – Session 4: Long-Term Themes
May 26, 2022Andrew Samalin provides an in-depth presentation of the markets, economy, and long-term themes heading into Q2 2022, as ...
Q2 2022 Market Update – Session 3: Asset Markets
May 26, 2022Andrew Samalin provides an in-depth presentation of the markets, economy, and long-term themes heading into Q2 2022, as ...
Q2 2022 Market Update – Session 2: Economy/Macro Backdrop
May 26, 2022Andrew Samalin provides an in-depth presentation of the markets, economy, and long-term themes heading into Q2 2022, as ...