Rob Talks Adages & Asset Assumptions
by Robert E. Quittner, Jr., CFP® & CMFC™Investment Advisor [email protected] Good morning! I never thought I would look forward to freezing temps in the 30s. I walked out of the house […]
Newsletter
Two Tax Filing Changes You Haven’t Thought About
by Nicholas HamnerInvestment Advisor [email protected] We have talked ad nauseum about the changes to the tax code for 2026. The One Big Beautiful Bill Act added lots of new tweaks
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Peter Wonders How the Economy & Stock Market Will Fare This Year
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Between the freezing temperatures, the snow, and the volatile stock market, most of us are glad to have January behind us. January was
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Signs You’re Doing Things Right
We’ve all heard the stories about angry customers. A man so angry about the quality of his car that he sneaks into the dealership overnight and leaves a lemon on
Another Perspective on Inflation
By Kyle PlotkinInvestment Advisor [email protected] We have written many times in this space about inflation: what it is, how it is calculated, and the impact it has on your financial
Jeremy’s No-Nonsense Guide to Probate
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] “How can I avoid probate?” is probably the most searched question online, at least when it comes to estate planning. Probate has been
Rob Bursts Your “AI Bubble”
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] I hope everybody enjoyed their holidays, catching up with friends and family alike. While it was nice to take a short
Finding The Best Tool
By Nicholas HamnerInvestment Advisor [email protected] If you’re a regular reader, you know I’m a fan of tools. I’ve talked about what tools I own, what I carry, and—most recently—what I
2026 Tax Changes
By Kyle PlotkinInvestment Advisor [email protected] At the start of each new year, FRS puts together a well-rounded guide to the tax rates and income limits commonly referenced in personal finance.