Blog and Resources
Financial news you don't want to miss.
Tariffs & the U.S. Economy: Protection or Pitfall?
March 19, 2025Recently, one question has been coming up again and again from clients: What happens to the U.S. economy when tariffs ar...
3/14/25 Market Brief: Trump's Tariff Policies
March 14, 2025If you’ve been following the news, you’re likely aware of the ongoing tariff discussions in Washington, D.C. and their i...
Infographic: 2024’s Top-Performing S&P 500 Sectors
February 25, 2025In 2024, nearly every S&P 500 sector delivered gains, fueled by strong AI-driven momentum and a resilient U.S. econo...
Bitcoin: Currency or Collectible?
January 23, 2025Bitcoin has captivated investors, technologists, and dreamers since its creation. As a decentralized digital asset, it p...
Post-Election Market Brief 11/12/24
November 12, 2024In this post-election market brief, we explore potential economic impacts leading up to the inauguration and beyond. And...
The Perception of October Market Volatility
October 23, 2024In this video, Laurance Kersh, CFP® discusses the perception of market volatility in October. This month, often labeled ...
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...