We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.
Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm.
As a financial planner, clients often ask me, “Should I pay down my mortgage?” and “Should I pay cash to buy a home?” If you’re in your peak earning years, holding a mortgage offers at least four benefits.
In 2024, a notable addition to the Russell 3000 was Dell Technologies, Inc. [DELL]. Investors may be confused as to why the stock of a company with a household name and a $98 billion market value was not already part of this broad U.S. stock market index.
The benefits provided by your company can help you grow your wealth exponentially. Here are our top six strategies for optimizing your Google benefits.
Emerging market stocks were the winner for the second quarter of 2024, returning 5%. This is one of the most volatile asset classes our clients hold. The average quarterly return for emerging market stocks since January 2001 was 2.5%.
Many of our clients believe it’s important to support the organizations and causes they care about, and we are here to help them do so in a wealth-generating way.
When it comes to investing, tech giants Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla comprise the Magnificent Seven. If these seven “magnificent” companies manage to stay at the top of the market, that’s no assurance that higher returns will continue.
We design portfolios using evidence-backed investment strategies that demonstrate that more trades don’t translate into higher returns or more value.
With a custodial Roth IRA, parents can help their children get a jumpstart on a powerful savings technique from a surprisingly young age.
Sign up for our newsletter and get actionable info you can use today, and in the future.
"*" indicates required fields
©2024 JLFranklin Wealth Planning