Election Induced Fear and Market Volatility
Is it Time to Shoot the Moon?
What Can Nature Teach Us About the Markets
“A long summer always meant a long winter to come.” – George R. R. Martin The daffodils started blooming early this year. It was unseasonably warm, and I rushed out to take pictures before the inevitable cold snap took out the blooms. It was a flash of color against an otherwise colorless backdrop and an early preview […]
Why Isn’t Winning More Fun?
“We don’t have to be smarter than the rest; we have to be more disciplined than the rest.” -Warren Buffett Being a sports fan, I like many others, have been starved for the excitement of watching champions at work: Watching a crushing hit, a spectacular goal or an amazing play that many others may not […]
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. […]
Tax Strategies for Year End – So Even Louie the Loser can Win!
With the end of the year rapidly approaching, there are many clients who are asking what they should be doing now to save on taxes before time runs out and we enter 2019. Even with the markets currently down for many stock indices, some clients may end up paying capital gains taxes on long term […]
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 […]
