Low Interest Yields Pinch Savers
Dave Flessner quotes Joe Franklin regarding what savers and investors should do about low interest rates.
How to Add Tax Diversifications to Your Retirement Investments
Emily Brandon of US News & World Report quotes Joe Franklin, president of Franklin Wealth Management, in an article that explains how to control tax bills in retirement. Franklin weighs in on the order in which to prioritize retirement saving accounts, explaining that a company 401(k), Roth account, and tax deduction type accounts usually generate […]
Be Ready for that Unexpected Early Retirement
Rodney Brooks of USA Today includes Joe Franklin, president of Franklin Wealth Management, in an article about how to prepare for an unexpected early retirement. “Determine what age you are independent enough to say, ‘I can keep working if I enjoy it or leave if I don’t like it,’” he says. This article also appears […]
Industry Insights with Franklin Wealth Management’s Joe Franklin
David Lenok of WealthManagement.com sits down with Joe Franklin, president of Franklin Wealth Management, in a video segment to discuss HNW investor personalities. Franklin explains different character traits – including the family steward, the mogul and the accumulator — and how advisors can implement proper financial and estate plans for each group.
Stocks Rise as Investors Focus on Fed
Joe Franklin, president of Franklin Wealth Management, appears on MarketWatch Radio to discuss the current direction of stocks with host Larry Kofsky. Franklin weighs in on expectations that could come out of the next Fed meeting. “We’ve been getting drunk on easy money from the Fed for several years now. With the easy money going […]
6 Savvy Moves to Stretch Your Retirement
Rachel Sheedy of Kiplinger.com quotes Joe Franklin, president of Franklin Wealth Management, in an article that highlights how to stretch your retirement savings. Franklin suggests to those who expect their tax rate to jump in future years to consider moving after-tax money into a Roth IRA or Roth 401(k). “Paying taxes now and letting the […]
As Pimco Outflows Soar, Advisors Ask: Should We Stay?
Suleman Din of Financial Planning quotes Joe Franklin, president of Franklin Wealth Management, in an article about financial advisor’s actions following Bill Gross’s departure from Pimco. Franklin weighs in explaining that his firm still has a few investments left in Pimco bond funds, but moved primarily all fixed-income investments to other fund families. “We immediately […]
Helping a Client with Mental Illness
Veronica Dagher of The Wall Street Journal sits down with Joe Franklin, president of Franklin Wealth Management, to discuss ways advisors can help a client with a mental illness. “The first step is to get the family and spouse involved if they are not already. However, for clients that are too difficult, it may be […]
S&P 500, Dow Halt Winning Streaks, Small Caps Advance
Oliver Renick of Bloomberg News quotes Joe Franklin, president of Franklin Wealth Management, in an article about the current actions of the market. While the S&P 500 Index halted a five-day rally, small-cap shares rose to the highest level since July, as gains among phone and consumer stocks offset losses in utilities and concern rises […]
Financial Advisor Fixes a Botched IRA Conversion
Kelly Kearsley of The Wall Street Journal writes an article sharing Joe Franklin’s experience fixing the damage of a client’s IRA conversion. Franklin highlights the importance for advisors to know their client’s complete financial picture before making recommendations. “If you’re a doctor and someone doesn’t want to share their entire medical history, then you shouldn’t […]
