Who Doesn’t Want More Ice Cream?
Franklin providing more services as Fee Only Advisor. My oldest daughter, Sydney is now a teenager in high school. Jack and Walker both seem to be growing up too quickly as well. But they are not too old to still LOVE Ice Cream. We cannot keep ice cream, cookies or sweets of any kind in […]
Passing on the Savings
You’ve likely noticed all the ads for brokerage custodian firms rapidly slashing the cost of trades to zero on some of their most popular items, notably stocks and exchange-traded funds (ETFs). At Franklin Wealth Management, we had already negotiated with our two custodian firms, TD Ameritrade and LPL Financial to reduce costs for our clients. […]
Reach Out and Touch Someone
Nothing Can Replace Meeting Face to Face Growing up in the 1970s and 1980s, I remember the old commercials that promoted keeping up with family and other loved ones. The commercials were designed to inspire us to grow closer together through the use of the telephone. When my grandparents were still living, we would talk […]
Reasons to Celebrate
The Franklin wealth Team (above) of Innovative Advisory Partners is proud to be acknowledged by Forbes as one of the best advisory firms in the state of Tennessee. Last week, Robert Pragnell and I attended an LPL conference in Florida rewarding its top advisors. I was looking forward to some time spent learning about upcoming […]
What’s The Best Benchmark?
For those clients who attended our most recent Forecast event, Jeff Weniger, CFA and Market Strategist for Wisdom-Tree was most entertaining. Our thinking continues to be very similar and I thought I’d share some of his recent reflections. Jeff recently wrote, “There are 34-year-olds who have been in the business for 12 years and haven’t seen […]
Where are the Buyers?
THE MARKET HATES UNCERTAINTY There are plenty of Sellers out there who are concerned about the upcoming election, trade wars, rising interest rates and the like. As one market commentator put it last week, “The perfect storm was caused by a trifecta of news. First, China wanted to hurt the U.S., defend its currency (the […]
Which Body Looks Healthier?
Are We Too Obsessed with Our Weight and Waistlines? All too often the media and even medical professionals tell us that thinner and lighter is better. As can be seen from the pictures above, most would agree this is not always the case. Many world class athletes regularly weigh in at levels considered moderately overweight […]
Hidden Costs, Expenses & Penalties
Just about every month I come across someone who claims that their investments don’t cost them anything or someone who doesn’t seem to understand all they are paying in internal expenses. All too often (in the case of those buying commission based products) they have been told that something they bought does not contain any […]
It’s Good to be the Banker
Even when Not Playing Monopoly Thinking more like a banker can provide us many benefits from a tax re-positioning perspective and a loaning vs borrowing / cash flow perspective. Not too long ago, I and a client were interviewed by a reporter at Forbes about the benefits of making serial conversions to Roth IRAs over […]
Which of the Four Are You?
All of us are innately wired to react certain ways when it comes to making investment decisions. Some of us are spenders while others are savers. Some are thrill seekers while others prefer to play it safe. Each of these personalities has good qualities and areas for improvement. We’ve found that being “self-aware” is the first step […]
