Articles From Andrew Rosen

May 20, 2020

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What the Heck is Going on With the Stock Market?

Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs, and hangouts with friends and family will be unlike any other it seems. However, there’ll still be plenty to enjoy in its own unique way. I grew up at the Jersey Shore and whenever I visit, it brings back tons of nostalgic memories.

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May 18, 2020

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Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?

For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m specifically referring to how we approach emergency savings. What do I mean? Well, glad you asked.

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May 11, 2020

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Positive Side of Covid-19: 5 Positives to Covid

During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked at the bright side of things. I figured I’d share with you all the positives that have come into my life during this time of quarantine. I say this not to downplay the tragedies that have emerged, but rather to focus on that “bright, sunshiny day.”

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April 28, 2020

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Important Life Lessons from a Covid-19 Victim: My Grandmother

Week six stuck at home was by far the worst for me as Covid-19 finally struck home. My grandmother passed away because of this terrible virus. She was a wonderful lady and I simply refuse to let her be a statistic. So, I’d like to dedicate this article to her and share some of her attributes that I think could help us all during these tough times.

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April 22, 2020

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Cash or Invest: That Is the Question

There are few questions that I’ve gotten in my almost 20 years in the business that have been as difficult to answer as the one I keep getting lately. With a handful of clients sitting on a decent amount of cash, they’ve been waiting for this opportunity to buy in on the dip. I’ll reach out to them, as that was always the plan, but then the conversation doesn’t go as expected.

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April 15, 2020

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Unprecedented Times: This is Unprecedented!

These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the country’s history have we seen something like this. The country is literally shut down. These are unprecedented times.

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April 10, 2020

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Did You Miss It?

First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is everywhere and will likely persist for the short term.

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April 6, 2020

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The 4 Types of Investors in a Market Downturn

During these times of uncertainty, you get a real look into a person’s investing soul. You get to see how they react to adversity. My job, of course, is how to handle each person’s unique behavior as it pertains to their specific situation.

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