Rob Keeps The Main Thing The Main Thing
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last week, I was mulling over some topics to write about today. I have covered investments and the markets in […]
financial planning
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
What To Do With Your 401(k) When You Leave Your Job?
Today is your last day at your job. Maybe you’ve got something new lined up that starts in a week or two. Maybe you’re retiring with a ton of free
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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
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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Welcome to 2026: Reflections, Markets, and What’s Ahead
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Good morning, everyone, and welcome to 2026! Having Christmas and New Year’s right in the middle of the week throws
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Be Resolute In Your Resolutions
by Kyle PlotkinInvestment Advisor [email protected] Am I the only one who can’t believe we’re already at the end of 2025? In some ways, the year flew by. In others, it
Required Minimum Distributions: What They Are And The Common Mistakes People Make
You’re probably familiar with retirement accounts. Your work’s 401(k) or 403(b), or a privately managed Individual Retirement Account (IRA) that you set up yourself. But you might not be as
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You Get Bad News. Now What?
By Nicholas HamnerInvestment Advisor [email protected] We’ve written before about the specialized training Kyle & I receive to enable us to work with Federal employees. And we’ve written about the workshops