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
Wealth preservation
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.
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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The Psychology Of Investing: How Do We Manage The Ups & Downs?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Last week, I was in beautiful Topeka, KS with our newest advisor on the team, Austin. He and I had the opportunity to
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Rob Explains How to Look Past Today’s Headlines
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Good morning, and welcome to August! The first two months of summer certainly flew by. As we turn the calendar
Shifting Trends in AI
By Nicholas HamnerInvestment Advisor [email protected] AI is in the news again—as it seemingly always is. The past few days saw several developments worth noting, both for what they signal today
Kyle Breaks Down Market Volatility
By Kyle PlotkinInvestment Advisor [email protected] Stock market volatility has remained near the top of investors’ minds in recent weeks. Through July 20, the S&P 500 was still sitting on a
Jeremy Shares the Mystery Will That Changed Everything
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I have always been fascinated by unusual estate planning cases and disputes—you can’t make some of these stories up. It is human nature
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