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.
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