Blog and Resources
Financial news you don't want to miss.
Unraveling the Complex Dance of Inflation, Interest Rates, and High-Yielding Securities
May 01, 2024Recent market conditions have shown some interesting dynamics between inflation, interest rates, and high-yielding secur...
What to Know About T+1 Trade Settlement
April 17, 2024The financial markets are constantly evolving, and a significant shift is set to take place on May 28, 2024. This is whe...
The Impact of Falling Interest Rates
January 24, 2024Interest rates are projected to decrease significantly compared to the increases of recent years. Laurance J. Kersh, CFP...
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
December 18, 2023Federal tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, pl...
After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024
December 12, 2023Despite high interest rates and unsettling geopolitical conflict, the U.S. economy outperformed the expectations of most...
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...
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 ...
Market Brief 3/13/23
March 13, 2023Wall Street is still processing the news from last week of a prominent Silicon Valley bank that was taken over by the FD...
Market Brief | September 14, 2022
September 14, 2022Andrew Samalin explains recent market volatility and provides historical FOMC context and perspective. (3:18)
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...