Month: July 2020

Retirement, Income, Tax & Estate Planning.

The Markets STILL Don’t Care Who Wins

A few weeks ago I penned an article titled “The Markets Don’t Care Who Wins”. I discussed the correlation, or lack thereof, between presidents and stock market returns. As the election draws closer these discussions invariably pick up momentum, and so do the news articles. Last week I came across an article titled “Presidents don’t…
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July 30, 2020 0

The Pandemic Is Causing Folks To Alter Their Retirement Plans

Earlier this week, I spoke with a friend of mine who is an advisor in the Midwest. He told me that since the pandemic hit, he’s lost quite a number of clients while many others went to cash. At Franklin Retirement, we had about 7% of our clients go to cash for a short period.…
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July 30, 2020 0