Polishing Up Your HALO
by Nicholas HamnerInvestment Advisor [email protected] Investors and analysts love their acronyms. Words like FAANG, MAMAA, and GRANOLA have all had their proverbial 15 minutes in the limelight. Fame-seeking pundits are […]
investment
Navigating Volatility with Jeremy
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Last week, my dad and I journeyed to the 50th state, Hawaii. I was last there when I was 10 years old, and
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
Wrapping Up 2025
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] As I sat down to write this article, I was thinking about how quickly 2025 flew by and how much
I Bonds: Time to Hold or Cash Out?
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] It seems like 4th of July was just a few weeks ago and now we are heading into Labor Day
Thinking About Selling the House?
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] Having been in practice for over 22 years, I’ve seen many folks move, leaving behind their big houses in the burbs.
What A Crazy Week!
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s noon on Thursday as I pen this column. Don’t tell anybody, but I’m taking off the rest of the afternoon and
Market Trends & Patterns
by Kyle PlotkinInvestment Advisor [email protected] In last week’s newsletter, Peter covered the recent stock market volatility and the headlines fueling this roller coaster ride. I’d like to follow up by diving