Kyle Sorts Out A Tangled, Messy Market
by Kyle PlotkinInvestment Advisor [email protected] Stock market volatility has been near the top of everyone’s mind in recent weeks and months. As of Thursday morning, the S&P 500 was sitting […]
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Jeremy Explains Why Most Estate Disputes Are Preventable
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Solid estate planning is a key component of a retirement plan—at Franklin Retirement Solutions, we like to think of retirement planning like a
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Peter Talks About the Markets and Corporate Profits
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] As I pen this column on Thursday morning, I realized that it’s not only June 4th, but today would have been my
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Staff Spotlight: Meet the Team Behind the Scenes—John Calabrese
By Jennifer SenzickMarketing [email protected] We’re excited to introduce John Calabrese, our Client Services Manager—the man helping keep your trades, requests, and account activity running smoothly behind the scenes—and take a
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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
Polishing Up Your HALO
by Nicholas HamnerInvestment Advisor [email protected] Investors and analysts love their acronyms. Words like FAANG, MAMAA, and GRANOLA have all had their proverbial 15 minutes in the limelight. Fame-seeking pundits are
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
Kyle Discovers Old Town, New Town, and a New Perspective
By Kyle PlotkinInvestment Advisor [email protected] There’s an old saying I’ve always liked: Americans think 100 years is a long time, and Europeans think 100 miles is a long way. I
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Staff Spotlight: Meet the Team Behind the Scenes—Sean Dougal
By Jennifer SenzickMarketing [email protected] We’re excited to introduce Sean Dougal, our Paraplanner, and take a moment to help you get to know him a little better. While Sean plays an
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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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