Investments – Franklin Wealth

How the Election Affects Retirement and Investments

Buffett’s 2024 Shareholder Letter – Banks and Black Swans

Reasons to NOT Roll your 401k into an IRA

Fixed Income and Lazy Dollar Solutions

What We Can Learn from a Young Warren Buffett

If Insiders Are Buying, Why Is the Crowd So Pessimistic?

The Scary Prospect of Losing the Love of Your Life

A Great Opportunity for those Anticipating Large Capital Gains

An Opportunity to Help my Mother My mother has been filing taxes on her own over the last few years. Even with my step-father passing away in 2020, she did not have many issues filing taxes until this year. In 2021, we were able to defer six months of the gains in her portfolio […]

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

TO VIEW THE CRS FORM, PLEASE CLICK HERE.

Tag: Investments