Investing

Investing Blog - JLFranklin Wealth Planning

How to Hire a Financial Planner

Increase your chances of success by taking time to do your research before choosing a financial planner, and be sure to interview at least two candidates before you commit. Understand the fee structure, since any fees are a headwind to your portfolio returns

The 4 Ws of Cash Management

What is a cash reserve? A reserve of cash is important to pay for ongoing expenses—such as credit card, medical, and tuition bills—and to cover large annual costs, such as property taxes. A cash reserve also provides a buffer for unexpected emergencies so that

Great Investors, in Their Own Words

During extreme market volatility many investors make poor decisions that can ultimately hurt them. Great investors remind us that a disciplined, patient, unemotional investment approach is required to reach your financial goals. The wise words of history’s most successful investors are tenets of long-term
Preserving the Wealth of Successful High-Tech Community Members
×
Preserving the Wealth of Successful High-Tech Community Members
×
The BE WISE Planning Strategy
×
The BE WISE Planning Strategy
×