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 […]
Government
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
What’s The Deal With TikTok? A Politics-Free Dive
What is TikTok? Per their About page, “TikTok is the leading destination for short form mobile video. Our mission is to inspire creativity and bring joy.” What is TikTok really?
What’s The Deal With TikTok? A Politics-Free Dive Read More »
Pandemic Effects Will Continue
We are six months into the pandemic and all of our lives have been impacted. It seems like nothing is the same as it was a year ago. Last weekend,
Presidential Markets, Again.
Are you tired of hearing about the election yet? Just so you know, we have (as of today) 66 days to go. A few weeks back I wrote about presidents