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    Achieve and sustain financial independence by planning your future with Arthur Stein Financial, LLC (ASF). With over 23 years of experience in investing and financial planning, ASF can help you build and sustain your wealth.

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Tanya Rapacz, CFP(R) | Jun 20, 2022

ESG Ratings Confusion: What Has Changed in 3 Years?

If you are interested in ESG investing, you may be wondering if you are going to pay a performance penalty for doing so.  In order to look back and compare the

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Arthur Stein | Mar 1, 2022

Investing and Market Timing (And Covid and Ukraine)

Some  investors try to use “market timing” to boost returns. “Market timing” means predicting stock market declines and advances and then transferring funds

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Arthur Stein Financial, LLC | Jan 26, 2022

Is a Stock Market Correction Coming? No Doubt About It!

"Everything old is new again."
  
Many stock market commentators and investors are upset about recent declines and poor performance this year. For instance

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Arthur Stein | Dec 11, 2021

Government Guaranteed Bonds Paying 7.1% Interest? Yes, They Are Real.

If your emergency funds are in bank accounts, it’s time to think about Series I Savings Bonds (I Bonds) from the U.S. Government, through TreasuryDirect. These

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Tanya Rapacz, CFP(R) | Dec 11, 2021

2022 Medicare Part B Premiums Will Be 14%to 15% Higher

Some cheered when it was announced that Social Security checks would be going up 5.9% in 2022. For many of Social Security age, this is very comforting, given

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Tanya Rapacz, CFP(R) | Nov 15, 2021

ESG Investing: Let’s Talk About Green Washing

It is almost impossible to talk about ESG (‘Environmental, Social, and Governance”) investing without talking about the issue of greenwashing.

Greenwashing i

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Arthur Stein | Aug 10, 2021

Recent TSP Returns: 1, 3, 5, 10 and 15 Year Through July 31, 2021

Retirement
TSP
returns
recent
Includes 15 year returns, which are not available on the TSP website
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Tanya Rapacz, CFP(R) | Aug 5, 2021

Environmental, Social and Governance (ESG): A Hot Topic for Investors

There has been an explosion both in interest in and offerings of ESG investing.
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Arthur Stein | Jun 22, 2021

Which Investment Accounts to Access First When Retired

Withdrawing accounts in the proper order makes a difference. What are the options?
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Arthur Stein | Sep 29, 2020

The Thirty-two Year Decline in TSP G Fund Returns

Is the G Fund a good choice for your retirement investments?
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Arthur Stein | Sep 18, 2020

Art Negotiates with His Wife

My wife is an interior designer (www.DanzigerDesign.com) and regularly posts videos to social media. Two weeks ago she posted a video of our discussions about

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Arthur Stein | Sep 18, 2020

Will the Election Affect Investment Returns?

The Presidential election is less than two months away. Some investment clients have asked me if we should prepare for a result that causes

  • The stock market
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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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