Investing

Investing Blog - JLFranklin Wealth Planning

Our Investment Philosophy

Guided by a strong belief in markets, we help our clients pursue higher expected returns through advanced portfolio design and careful implementation. An enduring philosophy, strong client commitment, and a robust connection with the academic community underpin our approach.

Robo-Advisors and Cash Management

There’s a new money management player in town. Its name is Robo Advisor. The robo-advisor will assess your risk and invest your savings, usually for a fairly low fee. The robo-advisor may even do tax loss harvesting for you. But, like self-driving cars, robo-advisors

Your Fun Money Portfolio

The stock market has given us some exciting ups and some thrill-dampening downs. To stay on track in volatile times, invest your retirement savings in a diversified portfolio that includes large cap, small cap, and international investments. However, if you are thinking of breaking
Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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