Blog and Resources
Financial news you don't want to miss.
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...
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...