Market Expectations in Red vs. Blue
By Kyle PlotkinInvestment Advisor [email protected] As I sat down at my desk on Monday morning, I did my usual scan of the headlines and market outlooks for the day. I […]
Government
Form 5498 is So Exciting!
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] As I write this missive on Wednesday morning, I’m watching the futures pop as May’s inflation numbers came in as anticipated and
Planes, Trains, and Federal Benefits
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] Kyle and I spent the latter half of last week in Chicago for a boot camp on federal employee benefits. We
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.
The Markets Hate Uncertainty
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] And By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] The two of us are usually the first ones in most
More Tariff Talk
By Kyle PlotkinInvestment Advisor [email protected] As Rob discussed in this space last week, the stock market has mostly recovered from the initial shock of President Trump’s “Liberation Day” tariff announcement
Estate Tax Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we move into the second half of 2025, Congress is fiercely debating in the One Big Beautiful Bill Act — their latest
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
A Warning Issued by the Federal Reserve
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] On Wednesday, the Fed announced that it was holding interest rates steady again. As you know, the president has been pushing the
Required Minimum Distributions
By Kyle PlotkinInvestment Advisor [email protected] As retirement-focused financial advisors, one of the key areas we help clients navigate is their annual Required Minimum Distributions, or RMDs. RMDs are part of