Jeremy Talks About Protecting What You’ve Built
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] We spend a lot of time talking about how to build wealth. This week, I want to talk about something just as important: […]
Income Planning
Rob Talks About Investment Caution In September
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Wall Street has a saying for nearly every month on the calendar. “Sell in May and go away,” “Buy in
Bowling With The Rails Up
By Nicholas HamnerInvestment Advisor [email protected] Last week marked 12 years since I joined Franklin Retirement Solutions. I think I was employee number six. Maybe seven. Which feels weird to write
Peter Talks Tax-Strategies Before the End of the Year
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] With the summer just about behind us, it’s a good time to make sure all end of the year odds and ends
Peter Talks Tax-Strategies Before the End of the Year Read More »
Turning the Page on August in the Market
By Kyle PlotkinInvestment Advisor [email protected] This weekend marks the unofficial end of summer. The kids are back in school, the nights are getting colder, and football season is almost here.
Is $2 Million Enough For Retirement?
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I get some version of this question pretty regularly: “Is $2 million enough to retire?” Because I used to practice law, my favorite
Are We Seeing Data Points Or Hearing Alarm Bells?
by Nicholas HamnerInvestment Advisor [email protected] Retail sales dropped 0.6% in July, the largest monthly decrease since May 2025. The University of Michigan’s consumer sentiment index shows weakening consumer confidence in
Are We Seeing Data Points Or Hearing Alarm Bells? Read More »
Peter Wonders, Is Anybody Happy These Days?
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] The rain held out last Friday until our annual Ice Cream Social & Shredding Event wrapped up at 4pm. At 4:05, the
Rob Explains How to Look Past Today’s Headlines
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Good morning, and welcome to August! The first two months of summer certainly flew by. As we turn the calendar
Shifting Trends in AI
By Nicholas HamnerInvestment Advisor [email protected] AI is in the news again—as it seemingly always is. The past few days saw several developments worth noting, both for what they signal today