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Government programs rolled out during the coronavirus pandemic may impact the divorce process for some individuals. During the pandemic, the federal government provided financial assistance to businesses and individuals/families. As a business owner, you may have received a loan from the Paycheck Protection Program. As a taxpayer, you may have received stimulus checks. As a […]

Government programs rolled out during the coronavirus pandemic may impact the divorce process for some individuals. During the pandemic, the federal government provided financial assistance to businesses and individuals/families. As a business owner, you may have received a loan from the Paycheck Protection Program. As a taxpayer, you may have received stimulus checks. As a […]

Today’s topic is Inflation and how does it affect your financial goals. Inflation is represented by the Consumer Price Index (CPI) which measures current and past prices of a sample “market basket” of goods from several categories such as housing, food, transportation and clothing and other discretionary and non-discretionary goods.   Inflation (rising prices) affects […]

Today’s topic is Inflation and how does it affect your financial goals. Inflation is represented by the Consumer Price Index (CPI) which measures current and past prices of a sample “market basket” of goods from several categories such as housing, food, transportation and clothing and other discretionary and non-discretionary goods.   Inflation (rising prices) affects […]

Today’s topic is market capitalization and enterprise value. Market capitalization (market-cap) is the market value of a publicly traded company’s outstanding shares. It is calculated by multiplying number of shares outstanding by the current share price.   Enterprise value adds the outstanding debt to the market cap. Why is it important? Because it can show […]

Today’s topic is market capitalization and enterprise value. Market capitalization (market-cap) is the market value of a publicly traded company’s outstanding shares. It is calculated by multiplying number of shares outstanding by the current share price.   Enterprise value adds the outstanding debt to the market cap. Why is it important? Because it can show […]

Today’s topic is compound interest. When you deposit funds in your bank saving account, you earn intereston your principal. The bank pays interest each month on the original principal and on the interest from the prior month. Compound interes tis the result of reinvesting interest, rather than paying it out, so that interest compounds upon […]

Today’s topic is compound interest. When you deposit funds in your bank saving account, you earn intereston your principal. The bank pays interest each month on the original principal and on the interest from the prior month. Compound interes tis the result of reinvesting interest, rather than paying it out, so that interest compounds upon […]

Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.

As the divorce process proceeds, you will be presented with options and action items. It is important to consider the tax costs/savings that result from such choices: from splitting financial accounts to claiming child tax credits. A certified divorce financial analyst could preview your options and provide guidance. This article describes some situations which may […]

As the divorce process proceeds, you will be presented with options and action items. It is important to consider the tax costs/savings that result from such choices: from splitting financial accounts to claiming child tax credits. A certified divorce financial analyst could preview your options and provide guidance. This article describes some situations which may […]

Our Trends 2021 webinar is segmented into 6 short parts. Please register below to watch it. Please ask us any questions; or comment where you learned about our webinar.  

Our Trends 2021 webinar is segmented into 6 short parts. Please register below to watch it. Please ask us any questions; or comment where you learned about our webinar.  

Our Trends 2021 webinar is segmented into 6 parts. Watch continuously, or skip to your preferred topics (click ☰ in the top right of the player). Ask us your questions using the form to the right.  

Our Trends 2021 webinar is segmented into 6 parts. Watch continuously, or skip to your preferred topics (click ☰ in the top right of the player). Ask us your questions using the form to the right.  

Today’s topic is risk profiling for your portfolio.This is a very personal component of your investment experience. Your risk preferences are likely different than mine, or your neighbors, your colleagues, or your spouse.It’s really like a fingerprint for your investment process. So let’s focus on the three risk components of risk: Risk capacity: can you […]

Today’s topic is risk profiling for your portfolio.This is a very personal component of your investment experience. Your risk preferences are likely different than mine, or your neighbors, your colleagues, or your spouse.It’s really like a fingerprint for your investment process. So let’s focus on the three risk components of risk: Risk capacity: can you […]

We have a lot of clients with real estate interests and ask which is better-real estate in REIT form, real estate in private equity, or direct real estate ownership. Each has pluses and minuses-direct real estate ownership allows: Different ownership structures, tax flexibility and depreciation and passive activity losses in the year of sale, leverage. […]

We have a lot of clients with real estate interests and ask which is better-real estate in REIT form, real estate in private equity, or direct real estate ownership. Each has pluses and minuses-direct real estate ownership allows: Different ownership structures, tax flexibility and depreciation and passive activity losses in the year of sale, leverage. […]