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
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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
Building An “In Case Of…” Case
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] When I was eight years old, Norfolk Southern railroad condensed their depot in my hometown. As part of this downsizing, they
The Most Important Conversation You’re Probably Avoiding
by Jeremy A. Wechsler, Esq.Estate & Elder Planning Attorney | Investment Advisor [email protected] What is a legacy? It’s not just money or property. A legacy is everything you’ve worked hard
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What A Crazy Week!
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s noon on Thursday as I pen this column. Don’t tell anybody, but I’m taking off the rest of the afternoon and
Keeping Things In Perspective
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] At the beginning of the week, I considered a range of topics to write about today. By Tuesday it became
How Much Money Do I Need To Retire?
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] It was 13 years ago (or 13 years, 2 months, and 3 days if we’re being precise) that my daughter came
Market Trends & Patterns
by Kyle PlotkinInvestment Advisor [email protected] In last week’s newsletter, Peter covered the recent stock market volatility and the headlines fueling this roller coaster ride. I’d like to follow up by diving
The Stock Market Hates Chaos
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] The stock market has been on a roller-coaster for the past five weeks. It will most likely continue. I just looked at
A Guide For Gifting in 2025
By Jeremy A. Wechsler, Esq.Investment Advisor Representative Gifting is one of the most powerful (and misunderstood) tools in estate planning. Done correctly and strategically, it can reduce taxes, preserve wealth,