Phone: 301-377-9407


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.

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.

InvestmentNews Interviewed Art About the Fiduciary Rule

InvestmentNews interviewed me and other investment managers about rumors that the new administration may postpone the implementation of the Department of Labor's Fiduciary Rule. My part starts about half-way into the video.

You can listen to the interview here. My 2013 blog about the importance of being a fiduciary is here.

I oppose the postponement of the new rule. All investment advisors should be required to meet the Fiduciary standard. Investment advisors and stock brokers should always be required to act in their client's best interests. Doctors, lawyers and CPAs are fiduciaries. All investment managers should meet the same high standard.

The Dow Jones Closed Above 20000 and the Reasons Why You Shouldn’t Care

The Dow Jones Industrial Average (DJIA or the “Dow”) closed above 20000 for the first time on January 25, 2016. It was a page one news story in the Wall Street Journal and many other publications. The S&P 500 Index and the NASDAQ set records the same day but did not receive as much attention.
According to the Wall Street Journal, “Applause, whoops and cheers erupted on the floor of the New York Stock exchange.” So it must be important. Right?
Here are some reasons why Dow 20000 doesn’t matter:

2016 in Review

Keeping my clients invested and maintaining agreed upon portfolio allocations is an important part of investment management. Many investors react emotionally to market fluctuations, buying when markets are at or near their peaks and then panicking and selling after markets begin declining or even hit bottom.
And there were many reasons to panic in 2016:

TSP (for Federal Employees and Retirees): Is there a Problem with the I Fund?

Mike Causey recently interviewed me on Federal News Radio. (You can listen to the interview here). One of the main topics of our discussion was the I Fund, which turns out to have low performance even when compared to many other international funds.

Hire an Investment Manager or Do It Yourself? The Surprising Answer from Vanguard

Are investment managers cost effective? Vanguard says they are.
Vanguard is often associated with DIY (do it yourself) investors. However, Vanguard doesn’t seem to think that DIY is the best solution.

A “Trump Bump” Instead of a “Trump Slump” Makes Chumps Out of Stock Market Experts

It wasn’t just political experts who looked bad after Donald Trump’s recent victory. Stock market forecasters also looked bad. Most predicted that if Trump won, it would be bad for stock prices.

Donald Trump and the Stock Market

Will the election affect the stock market?
One of my clients asked me if we should be preparing for a Trump victory that causes the stock market to fall dramatically.
Not an easy question to answer but consider these points:

Who Is Your Custodian?

Your custodian? No, this is not about the workers who clean and maintain buildings.
It is about something much more important: companies that hold and safeguard investments.
Syndicate content

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.

Website Design For Financial Services Professionals | Copyright 2019 All rights reserved