Samalin Wealth

06/02/2026

The Department of Labor is proposing new rules to help employers clarify their responsibilities when considering alternative assets—like private equity or digital assets—in 401(k) plans. While these options could offer more diversification, they also bring unique risks and higher complexity.

The DOL proposes new rules for including alternative assets in 401(k) plans, providing fiduciaries with guidance while addressing risks and benefits.

05/11/2026

How are new tariffs shaping the U.S. economy and your bottom line? Our latest blog breaks down the Supreme Court decision, evolving trade policies, and what shifting import costs could mean for businesses and consumers. Stay informed—read the full analysis on our website.

The Supreme Court Stepped In, but Many Tariffs Stand

Federal Reserve research found that 90% of the economic burden of tariffs was borne by U.S. companies and consumers.

05/07/2026

We are honored to be recognized on USA TODAY’s 2026 Best Financial Advisory Firms list. This achievement reflects our commitment to delivering insightful, fiduciary-focused wealth management for attorneys and professionals. Thank you to our clients, peers, and industry experts for your trust and recommendations.

05/05/2026

Most people approaching retirement don't ask us about market timing or which fund to own. They ask something far simpler — and far more honest: "Am I going to be okay?"

Behind that question sits a lifetime of work, the wish to support family, and a quiet anxiety about what comes next. Answering it well has become harder than it used to be — because retirement today is no longer a single event. It's a series of transitions that can stretch for decades.

Our latest blog walks through what's changed, why "set it and forget it" no longer works, and four questions worth bringing to your next planning conversation.

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“Am I going to be okay?” That question carries everything. The wish to maintain a certain lifestyle.

04/09/2026

Most savings conversations focus on what's left over at the end of the month.

This one starts from the other end.

When savings come last, they compete with lifestyle, spending, and short-term pressure. When they come first — automatically, off the top — they stop being a decision and start being a system.
Markets will rise and fall. A well-designed structure keeps compounding either way.
Andrew Samalin, CFP®, EA, CDFA® breaks down how to build wealth that doesn't depend on market direction 👇

Paying yourself first, before your bills and before putting money in the markets, can be a pathway to freedom.

04/07/2026

Big changes to tax law mean new opportunities — if you know where to look. 💡

Our Q2 2026 newsletter covers what's new for retirement savers, small business owners, and anyone navigating the updated tax landscape this year. We break down the latest contribution limits, Social Security benefit rules, and why foreign stocks had such a strong 2025.

Whether you're planning for retirement or running a business, there's something here for you. Tap the link to read the full issue.

From expanded tax options to new legislation, our Q2 2026 newsletter highlights updates that could influence your financial future.

03/31/2026

Global events like the Iran conflict are causing ripple effects worldwide—from increased fuel prices to market volatility. While disruptions in key oil transit routes may impact everyday costs, history shows that steady portfolios often weather the storm.

The ongoing war with Iran impacts global oil prices and the economy. Understand the broader implications and market trends.

03/17/2026

Have you noticed your dollar not stretching as far as it used to?

You’re not imagining it. The U.S. dollar fell more than 10% in value since the start of 2025 — and that has real implications for everyday Americans: higher prices on imported goods, more expensive international travel, and shifting dynamics in investment markets.

In our latest blog post, we explain what’s behind the dollar’s decline, how it affects your purchasing power and portfolio, and what questions you should be asking about your financial plan right now.

Read it here → https://hubs.la/Q046p9Zq0

As always, if you have questions about how current market conditions affect your plan, we’re here to help.

The U.S. Dollar Index — which measures the dollar's strength against six of the world's most widely traded currencies — dropped roughly 11% in the first half of 2025.

03/03/2026

Inflation doesn’t hit evenly.

Since 2000, some categories have risen modestly. Others have climbed dramatically — reshaping household budgets in ways that often go unnoticed until they compound over time.

From healthcare and college tuition to housing and everyday essentials, understanding where inflation has hit the hardest matters far more than simply knowing the headline CPI number.

In our latest blog, we break down:
• The categories that have surged most
• What that means for long-term planning
• How to think strategically about rising costs

Because planning isn’t about reacting to headlines — it’s about building resilience into your financial life.

Read more here: https://hubs.la/Q0451WdZ0

Explore how inflation has impacted key goods and services in the U.S. from 2000 to 2025

02/17/2026

Global events can shake headlines, but history reminds us that markets often bounce back. Despite short-term volatility linked to global tensions, the solid fundamentals of the U.S. economy pave the way for recovery.

Although global events can create uncertainty and short-term volatility, the U.S. stock market is driven primarily by the corporate earnings of American businesses.