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: […]
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Staff Spotlight: Meet the Team Behind the Scenes—Ashley Lin
By Jennifer SenzickMarketing [email protected] We’re excited to introduce Ashley Lin, our Client Services Associate—a familiar face behind the scenes who helps make sure the many moving pieces of client service
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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
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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.
According to Dave…it’s HAPPY FRIDAY!
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It doesn’t matter what day you visit us at the office; you know it’s going to be a happy day if Dave
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
The AI Revolution & Lessons Of The Internet Boom
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] There isn’t a day that goes by in my life that these two letters aren’t mentioned… AI. It’s everywhere in so
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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
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