Should You Stop Funding Your 401(k)?!
By Nicholas HamnerInvestment Advisor [email protected] If you use a Windows computer, chances are you see the MSN frontpage when you open your browser. And there was a terrible article on
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Do You Still Enjoy The Roller Coaster Ride?
by Peter R. WechslerPresident & [email protected] It has been a crazy week in the markets, starting last Friday when the president announced new 100% tariffs on China after China announced
Is The Next Generation Ready?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] There’s a massive wealth shift happening right before our eyes. According to Fortune, roughly $124 trillion is expected to transfer from older generations
Rob Talks You Through The Government Shutdown
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last Wednesday was another typical outcome in Washington as Democrats and Republicans couldn’t agree on the topic at hand. This time
In Two Minds About AI
by Nicholas HamnerInvestment Advisor [email protected] When I was a kid, every year my school would participate in Invent America. Kids would sketch out new inventions for a chance to win
Kyle Plotkin Analyzes the End of the Third Quarter and the Start of the Shutdown
By Kyle S. PlotkinInvestment Advisor [email protected] It’s hard to believe that we’re already three-quarters of the way through 2025. This year has flown by in what seems like an instant,
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Things To Do In The 4th Quarter
by Nicholas HamnerInvestment Advisor [email protected] It is now officially the fourth quarter of 2025, which means we’re up by 28 over the Chiefs and it’s time to put the backups
Getting Life (and Finances) in Order with Jeremy Wechsler
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
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The 3rd Quarter Is About to End—This Could Be Interesting
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] I’m writing this on Thursday morning after a few days off for Rosh Hashanah, the Jewish New Year of 5786. For
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What Fed Rate Cuts Mean for Your Money… According to Rob
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] There was some big news out of the Federal Reserve yesterday—but first, let’s set the stage. Federal Reserve Chairman Jerome
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