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Investing Blog - JLFranklin Wealth Planning

The financial world makes a lot of news. Our blog offers timely commentary and time-tested tips that can help you make sense of what’s happening.

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

Wealth Transfer Strategies: GRATs

Four years before the Facebook IPO, co-founders Mark Zuckerberg and Dustin Moskovitz each set up GRATs. Just before the IPO, those GRATs were estimated by Forbes to transfer a total of at least $185 million gift tax free to their non-charitable beneficiaries.  GRATs, or
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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