Investing

Investing Blog - JLFranklin Wealth Planning

Diversification

What percentage of your assets is held in stock of your company? Would you buy that much of the stock today? Are you willing to gamble your financial goals by continuing to hold onto this one stock? If you have more than 5 to

A Closer Look at Socially Responsible Investing

Summary Socially Responsible Investing (SRI) has grown significantly over the past two decades. A goal of SRI is to raise the cost of capital for companies that are insensitive to certain social issues. A variety of quantitative and qualitative screens may be used in
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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