Phone: 301-377-9407
Email: Art@ArthurSteinFinancial.com

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Arthur's Investment Seminars Are Open for Registration

 
Art is an Adjunct Professor at Montgomery College. He teaches investment classes for adults.
 
His next two classes  will both be held at the Montgomery College Rockville Campus.
  • "Investing in the TSP" -- for Federal employees and retirees. November 29, 2017
  • “Where to Invest: Stocks, Bonds, Mutual Funds and ETFs Explained” -- for everyone. Two evening class, October 9 and 16, 2017.

Market Returns During the First Half of 2017

A good way to describe stock and bond market returns during the first six months of 2017 is “placid.” As in low volatility with a gradual upward trend. That is a beautiful combination. But will it last?

Is the TSP G Fund Safe or Risky?

The G Fund is often described as the safest of the TSP investment funds. Sometimes it is called the “super safe” G Fund that “never has a bad day.”
 
As a result, TSP participants keep a higher portion of their TSP balances in the G Fund than any other Fund.

TSP Returns During the First Half of 2017

A good way to describe TSP Fund returns – and the stock and bond markets -- during the first six months of 2017 is “placid.” As in low volatility with a gradual upward trend.
 
The other news is that I Fund (stocks of non-US companies) finally rewarded investors with double-digit returns.

Art Interviewed by Mike Causey on Federal News Radio

Mike Causey interviewed me Wednesday on the Thrift Savings Plan (TSP, the 401k for Federal employees and retirees). You can listen to the podcast by clicking here.

What's the Biggest Financial Risk During Retirement?

Worried about running out of money during retirement? Well, that's a legitimate concern. But "running out of money" isn't a very exact term.
 
Most retirees will never run out of income. They will always have “permanent income” from Social Security (and maybe a pension). What retirees need to worry about is running out of investments and investment income.
 

A “Starvation COLA” for FERS Annuitants?

President Trump’s budget proposal, submitted to Congress today, would reduce pay and retirement benefits for Federal employees and retirees. The two biggest reductions result from increasing employees’ FERS contributions and eliminating the Cost of Living Adjustment (COLA) for the FERS annuity (pension).
 

Art Earns 2016 Constant Contact All Star Award for Top 10 Percent of Constant Contact Emailers

Constant Contact recently named Arthur Stein, CFP(R) a 2016 “All Star Award” winner. The annual award recognizes the most successful 10 percent of Constant Contact’s users, based on their significant achievements using email marketing to engage their clients and prospects during the prior year.

Arthur's Investment Seminar Is Open for Registration

Art is an Adjunct Professor at Montgomery College. He teaches investment classes for adults.
 
His current class is “Where to Invest: Stocks, Bonds, Mutual Funds and ETFs Explained”
 
Whether you manage your own investments or someone manages them for you, it is important to understand different types of investments. This seminar discusses the advantages and disadvantages of different investments, risks, historic returns, ways to own investments, asset allocation, tax considerations and more.
 
For instance, are Exchange Traded Funds (ETFs) more cost effective than mutual funds?
 

Come for the M&M's®, stay for the advice

 
At Arthur Stein Financial, LLC, we are always looking to provide new client services. Well, we just found a great one.
 
Our latest offering is M&M's®, Yes, M&M's! In a cute dispenser! No extra charge!
 
Sure, Arthur Stein Financial also offers investment management, portfolio reviews and retirement planning. But a little chocolate never hurts.
 
Whether you come for the M&M's® and stay for the advice or come for the advice and stay for the M&Ms®, you will always be welcome.
 
 
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Arthur Stein Financial, LLC ("ASF") is a registered investment advisor ("RIA"), located in the State of Maryland. ASF provides investment advisory and related services for clients nationally. ASF will maintain all applicable registration and licenses as required by the various states in which ASF conducts business, as applicable. ASF renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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