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.
Good News After a Tough Start
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] This past Wednesday began like any other weekday morning. I got into the office by 6 a.m., caught up with
Market Downturns Are Scary—But They’re Great for This Tax Strategy
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] The extreme market swings we’ve experienced over the last month can be unsettling, and the talk of a potential recession
Market Downturns Are Scary—But They’re Great for This Tax Strategy Read More »
Keeping Things In Perspective
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] At the beginning of the week, I considered a range of topics to write about today. By Tuesday it became
The Changing Forces Behind Bond Markets
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] With all the focus on the stock market, tariffs, DOGE, Tesla dealerships, eggs, plane accidents and Ukraine, I’ll go in
Gold’s Performance in Inflationary Times
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] The advisors at Franklin Retirement Solutions consume a significant amount of economic and financial news from various sources. Generally, when
Life is Full of Cycles
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Not sure what happened to January. A few short weeks ago when Kyle and I were analyzing our portfolios, I
The Joy of April 15th
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Life often feels like a series of events, with some bigger than others. Some events are pleasurable and others we
Don’t Keep Us A Secret
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] As we roll into December and the holidays, our business typically slows down a little bit. In preparing for next