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. […]
Government
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
Is A Divided Government Good For Stocks?
The election is 10 days behind us. We have an initial idea of who the likely victor will be, but we won’t know for sure until the Electoral College meets
Four Days To Go
It’s Friday morning and we’re finally down to four days to Election Day. Figuring out when the whole thing will be done and knowing who the winner is will be
Good News For Q4 2020
With everything we have all experienced in 2020, I know I’m tired of writing, seeing, and hearing the phrase “unprecedented times”. I think we’d all like to go back to