Skip to content
mag·ni·fy
fi·nance
  • 800-732-0818
  • Client Login
Magnifina — Fee-Only Fiduciary Financial Advisor
  • Expertise
    • Personalized Investing
    • RSUs and other Equity Compensation
    • FIRE Planning and Investing
    • Endowments and Foundations
  • Our Approach
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Quantitative Strategies
  • Insights
    • Featured Articles
    • Latest Updates
    • Market Commentary
  • About Us
    • Meet the Team
    • In the Media
    • FAQ
    • Contact
  • Expertise
    • Personalized Investing
    • RSUs and other Equity Compensation
    • FIRE Planning and Investing
    • Endowments and Foundations
  • Our Approach
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Quantitative Strategies
  • Insights
    • Featured Articles
    • Latest Updates
    • Market Commentary
  • About Us
    • Meet the Team
    • In the Media
    • FAQ
    • Contact
No Cost Consultation

Home » Articles

Office building top view background in retro style colors. Manhattan buildings of New York City center - Wall street

No, this study won’t tell you how to be a successful investor

Key takeaways The Bessembinder study is rigorous research, but the popular MarketWatch interpretation oversimplifies it into “stock picking is a lottery, so buy index funds.”

Read More »
Asher Rogovy April 16, 2026
Rolling Dice

8 hidden risks of passive investing

Key takeaways Passive funds now hold over 55% of U.S. fund assets, but their popularity doesn’t eliminate structural risks. The top 10 S&P 500 holdings

Read More »
Asher Rogovy April 6, 2026
Internal Revenue Service (IRS) Headquarters

Last minute tax tips for your 2025 return

Key takeaways The SALT deduction cap jumped from $10,000 to $40,000 for 2025, which is especially meaningful for filers in New York and other high-tax

Read More »
Asher Rogovy April 6, 2026

Robo-advisor alternatives: Why human financial advisors outperform

Key takeaways Most robo-advisors build portfolios from a handful of ETFs based on a short questionnaire. S&P 500 index concentration has reached historic levels, meaning

Read More »
Asher Rogovy April 4, 2026
SpaceX Rocket

How the SpaceX IPO makes index funds less diversified

Key takeaways The S&P 500’s top 10 stocks already account for roughly 40% of the index, and SpaceX’s IPO at $1.75 trillion could push concentration

Read More »
Asher Rogovy April 3, 2026
Bedford NY Seal

Proposed changes to Bedford NY’s senior property tax exemption and how to plan ahead

Key takeaways  The Bedford Town Board is considering two amendments to the senior citizens property tax exemption. A continued public hearing is scheduled for April

Read More »
Asher Rogovy April 1, 2026
A cheap-looking plastic toy robot with a silly expression on its face

How to tell if your financial advisor is using AI

AI-generated content is everywhere. It writes product descriptions, customer service emails, social media posts, and news summaries. According to a study by the SEO firm Graphite,

Read More »
Asher Rogovy March 25, 2026

Every sailing metaphor used in finance (that we could find)

If you’ve ever noticed that financial writing is stuffed with sailing metaphors, you’re not alone. Pundits talk about headwinds and tailwinds. Analysts warn of choppy

Read More »
Asher Rogovy March 24, 2026
Tax Forms with Calculator

Tax planning and tax preparation aren’t the same thing

Tax preparation and tax planning sound similar, but they serve very different purposes. Tax preparation is the process of filing your return each year. Tax

Read More »
Asher Rogovy March 6, 2026
A jigsaw puzzle made from a hundred-dollar bill, representing the holistic benefits of comprehensive wealth management

What “priced in” actually means and why markets seem to shrug off bad news

When the U.S. launched strikes against Iran in late February, U.S. equity markets remained stable. For many investors, this was confusing. How could stocks remain

Read More »
Asher Rogovy March 5, 2026
Page1 Page2 Page3 Page4 Page5 Page6 Page7 Page8

Investment advice offered through Magnifina, LLC, a Registered Investment Adviser. SEC# 801-117932. This website and information are provided for guidance and information purposes only and are not intended to provide investment, tax, or legal advice. No historical or future performance claims are made. Please consult a qualified professional before making decisions about your financial situation or otherwise using any specific information contained herein.

Any linked materials are provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are viewing.

Any service described as “free”, “no cost”, or “complimentary” means there is no monetary or financial cost to you. However, these offers may require you to be in contact with us, provide certain information, or participate in meetings or consultations. We reserve the right to deny, discontinue, or limit access to any offer at our sole discretion.

Unauthorized automated access is prohibited. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

New York City
21 West 46th Street, 16th Floor
New York, NY 10036
800-732-0818

Westchester County
2 Depot Plaza, Suite 103
Bedford Hills, NY 10507
914-266-0999

Logomark Negative
Expertise
  • Personalized Investing
  • RSUs and Equity Compensation
  • FIRE Planning and Investing
  • Endowments and Foundations
Our Approach
  • Wealth Management
  • Investment Management
  • Financial Planning
  • Quantitative Strategies
Insights
  • Featured Articles
  • Latest Updates
  • Market Commentary
About Us
  • Meet the Team
  • In the Media
  • FAQ
  • Contact
Monthly Newsletter
Follow us on Social Media
Linkedin Facebook X-twitter Youtube
  • Copyright 2019-2026 Magnifina, LLC
  • Form CRS
  • Form ADV 2A
  • Privacy Policy
  • Terms of Use
  • Disclaimers