AI, Regulation, and the Markets
By Kyle PlotkinInvestment Advisor [email protected] Artificial intelligence was back in the headlines last week, but this time the discussion was less about what AI can do and more about how
Stock Market
Rob Talks About Investment Caution In September
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Wall Street has a saying for nearly every month on the calendar. “Sell in May and go away,” “Buy in
Bowling With The Rails Up
By Nicholas HamnerInvestment Advisor [email protected] Last week marked 12 years since I joined Franklin Retirement Solutions. I think I was employee number six. Maybe seven. Which feels weird to write
Peter Talks Tax-Strategies Before the End of the Year
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] With the summer just about behind us, it’s a good time to make sure all end of the year odds and ends
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Turning the Page on August in the Market
By Kyle PlotkinInvestment Advisor [email protected] This weekend marks the unofficial end of summer. The kids are back in school, the nights are getting colder, and football season is almost here.
According to Dave…it’s HAPPY FRIDAY!
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It doesn’t matter what day you visit us at the office; you know it’s going to be a happy day if Dave
Are We Seeing Data Points Or Hearing Alarm Bells?
by Nicholas HamnerInvestment Advisor [email protected] Retail sales dropped 0.6% in July, the largest monthly decrease since May 2025. The University of Michigan’s consumer sentiment index shows weakening consumer confidence in
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What’s Up with the Housing Market?
By Kyle PlotkinInvestment Advisor [email protected] It’s been strange times in the housing market recently, and some of the numbers help to explain why. Mortgage rates remain high, affordability is stretched,
Rob Explains How to Look Past Today’s Headlines
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Good morning, and welcome to August! The first two months of summer certainly flew by. As we turn the calendar
Shifting Trends in AI
By Nicholas HamnerInvestment Advisor [email protected] AI is in the news again—as it seemingly always is. The past few days saw several developments worth noting, both for what they signal today