Tag: Taxes

Never Buy This in December

Never Buy This in December

It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for certain types of investments.This month, most pooled investments pay out their capital gains to shareholders and the value of the associated account falls for a few days until the money is reinvested or paid out.  Given the healthy returns…

Read more

Large Tax Hits from Mutual Funds?

Large Tax Hits from Mutual Funds?

Mutual Fund Capital Gains Distributions They show up like uninvited guests, usually in early or mid – December and eat up our profits. They are one of the worst aspects of owning mutual funds. Funds might sell appreciated securities for a variety of reasons. Perhaps a stock hit management’s sell target–not out of the question, given the ongoing strength in…

Read more

The Charitable Spirit – Not Just for the Holidays

The Charitable Spirit – Not Just for the Holidays

A lot has changed in the past few years. Angry Birds became a national pastime.  Tennessee fans are starting to fill football stadiums once again . China surpassed the United States to become the world’s largest economy.  Innovative technologies disrupted whole industries. One thing hasn’t changed, though, and that is Americans’ generosity, especially when it comes to giving. While it’s true…

Read more

Franklin Wealth Management

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.

Contact

Franklin Wealth Management, LLC

Office: (423) 870-2140
Fax: (423) 870-2164

4700 Hixson Pike
Hixson, TN 37343

info@franklinwm.com

Franklin Wealth Management, LLC. © 2022 All rights reserved.