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 […]
Newsletter
The Government Is Open. What Does That Mean?
by Kyle S. PlotkinInvestment Advisor [email protected] This week marked the end of the longest government shutdown in U.S. history, with the president signing a budget bill into law on Wednesday
Is The Next Generation Ready?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] There’s a massive wealth shift happening right before our eyes. According to Fortune, roughly $124 trillion is expected to transfer from older generations
Rob Talks You Through The Government Shutdown
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last Wednesday was another typical outcome in Washington as Democrats and Republicans couldn’t agree on the topic at hand. This time
Things To Do In The 4th Quarter
by Nicholas HamnerInvestment Advisor [email protected] It is now officially the fourth quarter of 2025, which means we’re up by 28 over the Chiefs and it’s time to put the backups
The Rules, They Are A-Changing
By Nicholas HamnerInvestment Advisor Representative, Director of Marketing & [email protected] Our life is framed by rules. No matter what you want to do—get dressed in the morning, drive to work,
You Don’t Want To Ration Anything
by Nicholas HamnerInvestment Advisor [email protected] This past weekend, I finally got the family up to Knoebel’s, the traditional no-cost-to-enter-but-rides-cost-tickets amusement park located in the Poconos. Over the course of the
What Should You Do If Your Pharmacy Closes?
by Nicholas A. Hamner, Esq.Investment Advisor [email protected] When Rite Aid filed for bankruptcy protection in May 2025, the company said it would close 75% of its stores. Now that we’re
Let’s Not Talk About The Markets…Much
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s Easter weekend, so there’s no sense in ruining what’s expected to be a warm, rain-free holiday weekend… by talking about the