Blog and Resources
Financial news you don't want to miss.
Fixed Income and the Long View
June 26, 2026Something has shifted in how investors think about portfolio construction, and it is worth noting. The argument we keep ...
USDOL Proposes Rule for Alternative Assets in 401(k) Plans
May 26, 2026The U.S. Department of Labor (DOL) has proposed a new rule to clarify the steps employers should take when deciding whet...
The Supreme Court Stepped In, but Many Tariffs Stand
May 07, 2026Starting in early 2025, President Trump issued executive orders to impose tariffs on goods from nearly all trading partn...
The Case for Paying Yourself First
April 03, 2026Andrew Samalin's recent article explains that paying yourself first is not a budgeting tip — it is financial architectur...
The Iran War, the Economy, and Your Portfolio
March 26, 2026The war with Iran has extended for weeks, and it's unclear how long the conflict might last or how it might be resolved,...
What a Weaker Dollar Means for Your Money
March 11, 2026How Far Has the Dollar Fallen? The U.S. Dollar Index — which measures the dollar's strength against six of the world's m...
Where Inflation Has Hit the Hardest (2000-2025)
February 26, 2026Affordability for key essentials remains a sticky issue in the United States. This graphic shows the cumulative rate of ...
Divorce Law Is a Discipline. So Is Divorce Financial Planning.
February 18, 2026Andrew Samalin’s recent article in InvestmentNews argued that divorce should not be treated as a “loss leader,” but as a...
Geopolitics and the U.S. Financial Markets
February 03, 2026International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezu...
Paper Tax Refund Checks Being Phased Out by the IRS
February 02, 2026As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the ...