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 […]
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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,
The Changing Forces Behind Bond Markets
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] With all the focus on the stock market, tariffs, DOGE, Tesla dealerships, eggs, plane accidents and Ukraine, I’ll go in
Avoiding Scams
by Nicholas A. HamnerInvestment Advisor Representative & Director of [email protected] Folks over the age of 65 lost more than $3 billion (with a b) to scammers last year. And while
Growth and Protection at the Same Time
by Kyle S. PlotkinInvestment Advisor [email protected] As Peter discussed above, the volatility of the stock market has been a major concern for many clients in recent weeks and months. With
Time to Fasten Your Seatbelt?
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] What a crazy 3 weeks in the market. The S&P 500 is now back to where it stood on Election Day. Market
Pay Uncle Sam Now or (More) Later?
by Jeremy A. WechslerInvestment Advisor [email protected] You heard it here a couple of weeks ago—I am the newest member of FRS, and I am beyond thrilled to join the team