Rob Revives An Inflation Hedge
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Happy Friday and welcome to summertime! I am digging into the archives here and way back in 1974 Peter Allen […]
Investing
Beyond Basic Instincts
By Nicholas HamnerInvestment Advisor [email protected] If you’ve been to our office, you know we are deep within nature. We’re surrounded by woods and water and we have all manner of
Jeremy’s Warning: The Hidden Tax Bomb Waiting for the Next Generation
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] The term “tax bomb” is not new, and it’s often used to describe what some retirees can face if they don’t plan properly.
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Kyle’s Take: Staying the Course in War & Markets
By Kyle PlotkinInvestment Advisor [email protected] The ongoing conflict with Iran has understandably taken center stage in the news, and with it, investor attention. Markets don’t like uncertainty, and geopolitical events
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Navigating Volatility with Jeremy
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Last week, my dad and I journeyed to the 50th state, Hawaii. I was last there when I was 10 years old, and
Rob Keeps The Main Thing The Main Thing
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last week, I was mulling over some topics to write about today. I have covered investments and the markets in
What Good Is Measuring Fear?
By Nicholas HamnerInvestment Advisor [email protected] If it exists, people find a way to measure it in some way. But that measurement doesn’t always stay the same. Take distance. King Henry
Avoiding A Big Tax Bomb
By Nicholas HamnerInvestment Advisor [email protected] “The most powerful force in the universe is compound interest,” is a quote usually attributed to physicist Albert Einstein. Did he really say that? Nobody
Rob Talks Adages & Asset Assumptions
by Robert E. Quittner, Jr., CFP® & CMFC™Investment Advisor [email protected] Good morning! I never thought I would look forward to freezing temps in the 30s. I walked out of the house
Rob Bursts Your “AI Bubble”
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] I hope everybody enjoyed their holidays, catching up with friends and family alike. While it was nice to take a short