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  • Experience the Difference
    • Our Story
    • Unique Processes
      • WealthFit™ Process
      • Financial Planning
      • Profit & Protect Investment Process
      • Family Index Number
      • WealthFit™ Dream Builder
    • Unique Services
      • How We Serve
      • Client Experience
      • Global Income Portfolios
      • Retirement Income Harvesting
    • Our Core Values
      • Core Investment Beliefs
      • Core Investment Principles
  • About
    • Our Team
    • Franklin Wealth Management Ideal Client
    • How Are We Paid?
    • Important Disclosure Information
    • Privacy Notice
  • Insights
    • Franklin Backstage Pass
    • Publications & Articles
    • In the News
    • Our Social Media
      • Facebook
      • Instagram
      • Linkedin
  • Contact
  • Client Login
    • Client Login
    • Cash Max Login
    • Wealth Plan Login
    • Charles Schwab Login
    • Orion Portal
    • Easy(k) Login
    • Interactive Brokers
  • What we Offer
    • Financial Services
      • Financial Planning
      • Retirement Planning
      • 401(k) Management
      • Tax Planning
      • Business Succession Planning
      • Education Planning
      • Estate Planning
      • Asset Management
      • Investment Management
    • Professionals
      • Wealth Advisors
      • Financial Advisors
      • Social Security Advisors
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Has Warren Buffett Lost His Touch?

July 27, 2023 Joe D. Franklin, CFP® 0Comments
Has Warren Buffett Lost His Touch?

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How to Plan for the 2025 Tax Increase

June 29, 2023 Joe D. Franklin, CFP® 0Comments
How to Plan for the 2025 Tax Increase

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Who Gets the Family Jewels?

June 29, 2023 Joe D. Franklin, CFP® 0Comments
Who Gets the Family Jewels?

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Reasons to NOT Roll your 401k into an IRA

June 29, 2023 Joe D. Franklin, CFP® 0Comments
Reasons to NOT Roll your 401k into an IRA

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What is the American Dream?

June 20, 2023 Joe D. Franklin, CFP® 0Comments
What is the American Dream?

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Would Warren Buffett Want You as a Partner?

June 20, 2023 Joe D. Franklin, CFP® 0Comments
Would Warren Buffett Want You as a Partner?

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Elections, Wars and Rumors of Wars

November 7, 2022 Joe D. Franklin, CFP® 0Comments
Elections, Wars and Rumors of Wars

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Fixed Income and Lazy Dollar Solutions

September 7, 2022 Joe D. Franklin, CFP® 0Comments
Fixed Income and Lazy Dollar Solutions

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Lessons from Toilet Paper Mania

July 14, 2022 Joe D. Franklin, CFP® 0Comments
Lessons from Toilet Paper Mania

 

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But I’ve Only Owned it a Month!

November 30, 2015 Joe D. Franklin, CFP® 0Comments
But I’ve Only Owned it a Month!

They are one of the worst aspects of owning mutual funds.  Capital gains taxes on funds are charged typically in December, regardless of how long you’ve owned the fund or how much you’ve made over time. Funds might sell appreciated securities for a variety of reasons. Perhaps a stock hit management’s sell target–even in a lackluster year like 2015–or a…

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    Office: (423) 870-2140
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