Thinking Of Retiring Into An RV?
by Nicholas HamnerInvestment Advisor [email protected] Hitting the open road, seeing the countryside, and living the nomad lifestyle are just some of the reasons folks imagine they’d like to retire and
financial planning
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
Kyle Breaks Down Market Volatility
By Kyle PlotkinInvestment Advisor [email protected] Stock market volatility has remained near the top of investors’ minds in recent weeks. Through July 20, the S&P 500 was still sitting on a
Peter Talks Cars and Houses
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s been a while since I penned this column from 35,000 feet up in the air. Rob and I are returning from
Jeremy Shares the Mystery Will That Changed Everything
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I have always been fascinated by unusual estate planning cases and disputes—you can’t make some of these stories up. It is human nature
Jeremy Shares the Mystery Will That Changed Everything Read More »
Rob’s Grandparent’s Guide to Saving for Kids & Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] With the 4th of July behind us, we are officially in the thick of summer. The triple-digit temperatures over the
Rob’s Grandparent’s Guide to Saving for Kids & Grandkids Read More »
Word Of Mouth Is King
By Nicholas HamnerInvestment Advisor [email protected] A few months ago, a lady in our neighborhood posted on Facebook saying she had made too much bread and asked if anyone would be
Kyle Recognizes Our Federal Workers This Fourth of July
By Kyle PlotkinInvestment Advisor [email protected] As we celebrate Independence Day, it’s an appropriate time to recognize the men and women who have chosen careers in public service. That includes our
Kyle Recognizes Our Federal Workers This Fourth of July Read More »
Just Because You Can, Does It Mean You Should?
By Nicholas HamnerInvestment Advisor [email protected] Last weekend I found myself at a flea market, thumbing through old books while a lady two tables over tried to pitch me some chipped