Blog and Resources
Financial news you don't want to miss.
Structured Legal Fees and QSFs
March 20, 2025In the world of attorney contingent fees, having the flexibility to choose when and how much income you can defer can be...
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...
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
Tax-efficient Investing Strategies
April 11, 2024Are you looking to maximize your investment returns while minimizing your tax burden? In this video, Laurance Kersh, CFP...
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...