Newsletter

by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Life often feels like a series of events, with some bigger than others. Some events are pleasurable and others we […]

by Nicholas Hamner, Esq.Investment Advisor Representative & Director of [email protected] We got our first real taste of winter this week. We had a long string of below-freezing temps and actually

by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] I can’t believe it has been 25 years since the whole world was going to shut down as the ball ushered in

by Kyle S. PlotkinInvestment Advisor [email protected] The calendar year of 2024 was an expensive one in the Plotkin household. It all started back in 2013, when I purchased a roughly

by Kyle S. PlotkinInvestment Advisor [email protected] So here we are in this weird week between Christmas and New Year’s, when days start blending together and “business as usual” is on

by Nicholas Hamner, Esq.Investment Advisor Representative & Director of [email protected] When you watch a fancy award show on TV like the Oscars or Emmys, there is usually one or two

by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] With Thanksgiving so late this year, it feels like Christmas is really coming quickly. The calendar is also playing games with Hanukah,

by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] We are less than a week away from Christmas and Hanukkah. Regardless of what holidays you celebrate or how you celebrate

by Michael Hart, CFP®Investment Advisor [email protected] Chances are, most of us have either been asked for a loan by a family member or know someone who has. Ideally, these loans

by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] We’ve talked before about how kids these days don’t want their parents’ (read: your) stuff. From heirloom(?) furniture pieces to priceless(?)