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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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Blog

Arthur Stein | Jun 15, 2020

Who Is Your Custodian?

What do you know about the companies that hold and safeguard your investments?
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Arthur Stein | Jun 1, 2020

TSP Bond Funds – Which One Makes the Most Sense?

The annual return for the G Fund was 75% lower in 2019 than in 1988. The F Fund outperformed G most years. So why is G more popular than F?
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Arthur Stein | May 19, 2020

The Illustrated Guide to Bull and Bear Markets

If you don't understand the terms Bull Market and Bear Market, then it is hard to make sense of 2020 market returns.
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Tanya Rapacz, CFP(R) | May 16, 2020

What’s New in Making Tax Deductible Charitable Contributions

A new tax provisions allows for a charitable deduction for tax payers using the Standard Deduction.
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Arthur Stein | Mar 15, 2020

The Coronavirus and Your Investments, Part 2

While it is sometimes difficult to determine the cause of stock market declines, the Coronavirus is clearly the culprit this time...This Bear Market is even
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Arthur Stein | Mar 2, 2020

Your TSP Investments Versus the Coronavirus

The coronavirus epidemic caused major swings in the TSP funds last week.
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Arthur Stein Financial, LLC | Jan 27, 2020

Is Your Investment Advisor a Fiduciary?

Choosing an investment advisor (portfolio manager) isn’t easy. There are different designations, compensation methods, business methods and personalities to
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Arthur Stein | Jan 7, 2020

New Tax Law Changes Rules for IRAs and RMDs

A new law made significant changes for some IRAs, 401Ks, TSP and 529 plan participants and in other areas.
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Tanya Rapacz | Dec 6, 2019

Four Ideas for Saving on Taxes While Supporting Your Favorite Charities by Tanya Rapacz, CFP(R)

Tax savings may not be your primary motivation for charitable giving, but it does make sense to save on taxes when you can legally do so.
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Arthur Stein | Dec 6, 2019

The 629-Year Decline in Interest Rates

Maybe you knew interest rates have declined. But did you know the decline has occurred over the last 629 years?
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Arthur Stein | Oct 4, 2019

Tanya Rapacz, CFP(R) Selected for Leadership Premier Class by Leadership Howard County

Leadership Howard County selected Tanya Rapacz, CFP, Senior Financial Advisor at Arthur Stein Financial, LLC, to participate in the organization’s Leadership

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Arthur Stein | Jul 7, 2019

Should Retirement Planning Include Paying Off Your Mortgages Early?

Whether or not to pay off a mortgage early is an important part of retirement planning.
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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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