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Thursday, February 2, 2023

Most investors might agree that 2022 was a year to forget. Following along with historic precedent, asset prices fell as national banks around the world raised interest rates to tame inflation. While paper losses are difficult to stomach, t

Tuesday, October 18, 2022

When was the last time you reviewed your insurance portfolio?Do you know how much life and long-term coverage you have and why? Your spouse? If you can’t answer these questions or your goals have changed, now is an opportune time...

Thursday, October 6, 2022

It's easy to let investments accumulate like old receipts in a junk drawer.

Wednesday, September 7, 2022

We can all agree that this year’s continued equity and bond market volatility are not for the faint of heart. The S&P 500 has been in correction mode (a decline of more than 10%, but less than 20%) for more than nine months, falling from it

Friday, July 15, 2022

Zoltar Part 2: The Future Utility of My Whole Life Insurance as an Asset While Alive: Retirement Income & Long-Term Care Funding

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Wednesday, May 4, 2022

Monday, April 4, 2022

Monday, March 28, 2022

Why Your Retirement & Estate Plan Should Include a Long-Term Care Plan to Protect Your Life Savings.

Tuesday, March 8, 2022

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...

Wednesday, February 2, 2022

Thursday, October 7, 2021

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...

Thursday, October 7, 2021

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...

Tuesday, August 31, 2021

Saturday, January 12, 2019

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...

Tuesday, September 29, 2015

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...

Saturday, July 10, 2010

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...