Blog and Resources
Financial news you don't want to miss.
Navigating Markets in a Presidential Year
August 08, 2024In this video, Laurance Kersh, CFP®, explores the fascinating relationship between presidential elections and the stock ...
Market Brief 8/5/2024
August 05, 2024Andrew Samalin discusses recent market shifts and its effects on market performance and your investments. Disclosure
Real Estate Roundup: Feeling the Impact of Higher Rates
June 04, 2024U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking intere...
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 ...