Protecting Yourself From Scams
By Nicholas HamnerInvestment Advisor [email protected] If recent events hold true, by the time I finish writing this article, I will have three new phone calls and three new voicemails left […]
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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
What Good Is Measuring Fear?
By Nicholas HamnerInvestment Advisor [email protected] If it exists, people find a way to measure it in some way. But that measurement doesn’t always stay the same. Take distance. King Henry
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
What To Do With Your 401(k) When You Leave Your Job? Read More »
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.
Do You Feel Like a Millionaire? Peter Weighs In. Read More »
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
Welcome to 2026: Reflections, Markets, and What’s Ahead Read More »
What’s New With Taxes For 2026?
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Whatever and however you celebrate, I hope you have had a happy and merry holidays! At lunch on Monday, Alan—the company comptroller
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
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