Wrapping Up 2025
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] As I sat down to write this article, I was thinking about how quickly 2025 flew by and how much […]
Rob Takes a Closer Look at the Financial Phenomenon of Stablecoins
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] In the financial services field, there’s always a steady rotation of timely topics to write about—the stock market, Social Security,
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Rob Talks Perspective, Patience, and Performance
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Back in January, I wrote about keeping things in perspective when it comes to annual portfolio returns. In summary, coming off
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Rob Talks You Through The Government Shutdown
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last Wednesday was another typical outcome in Washington as Democrats and Republicans couldn’t agree on the topic at hand. This time
What Fed Rate Cuts Mean for Your Money… According to Rob
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] There was some big news out of the Federal Reserve yesterday—but first, let’s set the stage. Federal Reserve Chairman Jerome
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I Bonds: Time to Hold or Cash Out?
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] It seems like 4th of July was just a few weeks ago and now we are heading into Labor Day
Rob Explains the OBBBA’s Perks for Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] A few weeks ago, I wrote about the “Die with Zero” concept—a mindset that encourages people to enjoy their wealth
Rob Talks About Dying With Zero
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] We have lived by “Rules of Thumb” our whole lives. I remember my parents saying to me at a young
Important Changes to Inherited IRA RMDs in 2025
By Robert E. Quittner, Jr., CFP® & CMFC™ Investment Advisor Representative [email protected] Before diving into this important update, I glanced at my calendar—Peter and I will be out of the
Rob’s Top 5 Hidden Price Tags
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] You have heard this word a lot lately, and I’m only going to say it once in this article… tariffs.