Peter Talks About The Breadth Of The Markets
By Peter R. WechslerInvestment Advisor [email protected] On the surface, the stock market looks pretty good. As of Tuesday, the S&P 500 is up 14% year-to-date, but the hypothetical median stock
retirement risk assessment
AI, Regulation, and the Markets
By Kyle PlotkinInvestment Advisor [email protected] Artificial intelligence was back in the headlines last week, but this time the discussion was less about what AI can do and more about how
Jeremy Talks About Protecting What You’ve Built
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] We spend a lot of time talking about how to build wealth. This week, I want to talk about something just as important:
Rob Talks About Investment Caution In September
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Wall Street has a saying for nearly every month on the calendar. “Sell in May and go away,” “Buy in
Bowling With The Rails Up
By Nicholas HamnerInvestment Advisor [email protected] Last week marked 12 years since I joined Franklin Retirement Solutions. I think I was employee number six. Maybe seven. Which feels weird to write
Turning the Page on August in the Market
By Kyle PlotkinInvestment Advisor [email protected] This weekend marks the unofficial end of summer. The kids are back in school, the nights are getting colder, and football season is almost here.
Is $2 Million Enough For Retirement?
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I get some version of this question pretty regularly: “Is $2 million enough to retire?” Because I used to practice law, my favorite
The AI Revolution & Lessons Of The Internet Boom
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] There isn’t a day that goes by in my life that these two letters aren’t mentioned… AI. It’s everywhere in so
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Are We Seeing Data Points Or Hearing Alarm Bells?
by Nicholas HamnerInvestment Advisor [email protected] Retail sales dropped 0.6% in July, the largest monthly decrease since May 2025. The University of Michigan’s consumer sentiment index shows weakening consumer confidence in
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Peter Wonders, Is Anybody Happy These Days?
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] The rain held out last Friday until our annual Ice Cream Social & Shredding Event wrapped up at 4pm. At 4:05, the