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
Government
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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Peter Wonders Whether the Government Will Shut Down…Again
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s Wednesday morning and I am penning this column 34,000 feet in the air on the way to a conference in
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Working with Federal Employees
By Kyle S. PlotkinInvestment Advisor [email protected] Americans who decide to work for the federal government are offered a unique set of benefits both during and after their careers that differ
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
Jeremy Discusses Estate & Death Taxes—Mid-2025 Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Two things in life are certain—death and taxes. Even more fun, they’re usually combined. Thankfully at the federal level, the exemption for estate
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Peter Talks Social Security & the OBBBA
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] You got to love politicians. Remember when Obama promised that we could all keep our same doctors with Obamacare? Right! The new