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 […]
Investing
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
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
On Horses & Human Behavior
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] With the Preakness this week and the Kentucky Derby still fresh in our minds, let’s talk about horses for a second.
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
Market Downturns Are Scary—But They’re Great for This Tax Strategy
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] The extreme market swings we’ve experienced over the last month can be unsettling, and the talk of a potential recession
Market Downturns Are Scary—But They’re Great for This Tax Strategy Read More »
Today’s Market vs. History
by Kyle PlotkinInvestment Advisor [email protected] As I sit here on Thursday morning ahead of the market open, the S&P 500 is down 8.6% for the year. Market volatility has surged
Let’s Not Talk About The Markets…Much
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s Easter weekend, so there’s no sense in ruining what’s expected to be a warm, rain-free holiday weekend… by talking about the