Samalin Wealth

08/25/2026

New U.S. tariffs are reshaping the landscape for businesses and consumers, with updated rates targeting imports from 60 countries and focused on addressing forced labor concerns. read more: https://hubs.la/Q04t3F1z0

The U.S. imposes new tariffs on 60 trading partners, affecting imports and raising concerns over consumer prices and economic impact. Explore the details and implications.

08/18/2026

Recent IRS data shows a clear trend: higher-earning households are increasingly relocating from high-tax states to those with lower tax burdens, reshaping state revenues and impacting local economies. Read more: https://hubs.la/Q04t3dZw0

Explore how AGI migration from high-tax to low-tax states is reshaping state revenues and influencing financial decisions for households across the U.S.

08/06/2026

America’s $39 trillion national debt impacts us all—from rising interest rates to shifting federal priorities. Read more here.

A close look at what U.S. debt actually contains — and what the composition can, and cannot, tell us about the road ahead.

07/21/2026

AI is shaping today’s markets much like the internet did decades ago—fueling rapid innovation and investment, but also sparking debate about long-term value. Market history shows that transformative technology brings both opportunity and risk. As the AI era unfolds, a balanced view remains essential. Same Story, Different Ending? https://hubs.la/Q04pQ7Rn0

07/09/2026

One of the arguments we hear most often is that the business cycle has somehow been suspended by AI. That fixed income is a relic of a more cautious era.

In our latest blog, we make a measured case for why long-horizon investors may want to think twice before reshaping their allocations around that view — and why the current environment is quietly creating an opportunity that suits substantial, patient capital particularly well.

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Why fixed income still belongs in a long-term portfolio — and why the case is strongest in the moments investors are least inclined to hear it.

06/30/2026

Andrew Samalin recently sat down with matrimonial attorney Michael Fried for his podcast, Five Minutes with Fried, to talk about divorce financial planning — something we've been doing alongside our broader work at Samalin Wealth for years.

The part of the conversation Andrew keeps coming back to: divorce isn't really a financial problem. It's a life restructuring that happens to involve money. The job is to bring clarity to the numbers without ignoring the human reality behind them. You can't unbundle the two.

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"People are people. The field of play is money." Andrew Samalin on divorce financial planning, drawn from a recent conversation on Five Minutes with Fried.

06/24/2026

How long will your retirement savings actually last? 💰

Our Q3 2026 newsletter digs into the questions that keep a lot of people up at night — sustainable withdrawal rates, what rising interest rates mean for your portfolio, and the financial blind spots that come with losing a spouse.

There's also a powerful tip for families with teenagers. Read the full issue at the link below.

Explore financial insights in our Q3 2026 newsletter, covering retirement strategies, tax implications, and the benefits of Roth IRAs for younger generations.

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.