Blog
Zoltar & Whole Life Insurance: An Alternative Asset Class Even During a Down Stock Market
Zoltar Part 2: The Future Utility of My Whole Life Insurance as an Asset While Alive: Retirement Income & Long-Term Care Funding
Read More
Boots Off the Ground: Natural Gas - Is Peace More Important Than Income?
Read More
Why Your Retirement & Estate Plan Should Include a Long-Term Care Plan to Protect Your Life Savings.
Why Your Retirement & Estate Plan Should Include a Long-Term Care Plan to Protect Your Life Savings.
Read More
Your Portfolios: Chicken Kiev, Market Corrections, Borscht and Opportunity?
Borscht & Opportunity: Borscht or “sour soup” in Russian was my wise and generous grandpa Sam’s favorite food. He escaped to New York City as a child from tyranny in Minsk...
Read MoreShow All
Your 2021 Investment Strategy: Risk, Defense, Dividends & Patience
As your financial advisor, the goal of this newsletter is to reiterate my unchanged defensive macro-investment strategy for your portfolios with a sense of optimism and opportunity generated by patience and risk as we close 2020 and...
Read MoreYour Investments, Vaccines & the Lodge Pole Pine
Schindler Financial Newsletter Q4 2020 By Robert Lovenheim & Aaron D. Schindler, CFP ®© 2020 Robert Lovenheim and Aaron D. Schindler CFP®, All Rights Reserved December 2020 – Every Californian knows about the Lodge...
Read More
NY Post Interviews Schindler About Millennials’ 2019 Savings Resolutions
Millennials are resolving to save more in 2019: Study December 30, 2018 THE NY POST Excerpt – With the 2019 New Year upon us, Bresiger explores a recent Principal Financial Group study on the savings and budgeting habits of young...
Read MoreWall Street Journal Interviews Schindler About Margin Calls
August 27, 2015Margin Calls Bite Investors, BanksBy Michael Wursthorn & AnnaMaria Andriotis THE WALL STREET JOURNALExcerpt – Wursthorn and Andriotis explore how some lenders are issuing margin calls to investment clients as...
Read MoreThe New York Times Speaks to Schindler About Wealth Management for Successful Artists
The “Wealth Matters” column in The New York Times quotes Aaron Schindler on managing assets and financial planning for successful artists. Titled How the Rich and Famous Can Stay Rich (if not Famous), Wealth Matters...
Read More