Who’s Across The Table
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] If you know anything about the Barnes Museum in Center City, you know that Dr. Barnes was very particular about how
Newsletter
More Tariff Talk
By Kyle PlotkinInvestment Advisor [email protected] As Rob discussed in this space last week, the stock market has mostly recovered from the initial shock of President Trump’s “Liberation Day” tariff announcement
Estate Tax Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we move into the second half of 2025, Congress is fiercely debating in the One Big Beautiful Bill Act — their latest
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
Organizing Your Toolbox
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] I got a new truck this past week. While I was thankful to be done dealing with salespeople and excited to
The Tiny Detail That Could Upend Your Estate Plan
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Most people assume that once they’ve signed a will or a trust, their estate plan is complete. In reality, a lot can slip
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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
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