The IRS Is Coming for High-Wage Earners
By Nicholas HamnerInvestment Advisor [email protected] We’re going to talk about two things this week. Ready? First, something financial. If you are still working and made more than $150,000 this year, […]
Government
The Government Is Open. What Does That Mean?
by Kyle S. PlotkinInvestment Advisor [email protected] This week marked the end of the longest government shutdown in U.S. history, with the president signing a budget bill into law on Wednesday
Too Much Risk in the Market? Ask Peter.
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] The government shutdown is really starting to affect the economy. Millions of folks are being seriously affected, including federal employees and
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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Kyle Discusses Changes In The Tax Code
By Kyle S. PlotkinInvestment Advisor [email protected] Heading into 2025, there was a lot of uncertainty around the tax situation facing Americans for 2026. The income tax rates and brackets created by
Do You Still Enjoy The Roller Coaster Ride?
by Peter R. WechslerPresident & [email protected] It has been a crazy week in the markets, starting last Friday when the president announced new 100% tariffs on China after China announced
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
Kyle Plotkin Analyzes the End of the Third Quarter and the Start of the Shutdown
By Kyle S. PlotkinInvestment Advisor [email protected] It’s hard to believe that we’re already three-quarters of the way through 2025. This year has flown by in what seems like an instant,
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The 3rd Quarter Is About to End—This Could Be Interesting
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] I’m writing this on Thursday morning after a few days off for Rosh Hashanah, the Jewish New Year of 5786. For
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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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