Dmitry Farbman
Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.
The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.
Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different
Planning ahead can help take the sting out of future medical bills.
Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
Cybercrime is increasing, impacting many Americans, with billions in losses. Learn more, including tips, in the current Investor’s Edge newsletter.
For those who don’t need the extra income, there are several ways to strategically use your RMD funds.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re
Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?