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 […]
Stock Market
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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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
Do You Feel Like a Millionaire? Peter Weighs In.
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Time seems to be moving so fast, and so does Hagrid’s Magical Creatures Motorbike Adventure roller coaster at Universal Studios in Orlando.
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Your 2026 Personal Finance Calendar: January, February, and March
Staying on top of your finances means having a plan throughout the whole year. It’s not just making a budget and balancing your checkbook. There are a lot of things
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Peter’s 2026 Focus Begins Now
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Hoping everyone enjoyed the Thanksgiving weekend, even if you watched the Eagles last Friday. Now we are on to Christmas, New Year’s,
Rob Takes a Closer Look at the Financial Phenomenon of Stablecoins
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] In the financial services field, there’s always a steady rotation of timely topics to write about—the stock market, Social Security,
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Too Much Risk in the Market? Ask Peter.
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] The government shutdown is really starting to affect the economy. Millions of folks are being seriously affected, including federal employees and
Rob Talks Perspective, Patience, and Performance
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Back in January, I wrote about keeping things in perspective when it comes to annual portfolio returns. In summary, coming off
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Should You Stop Funding Your 401(k)?!
By Nicholas HamnerInvestment Advisor [email protected] If you use a Windows computer, chances are you see the MSN frontpage when you open your browser. And there was a terrible article on