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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.

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

Year End Tax Planning for 2012

Higher taxes are a real possibility for 2013, and year-end tax planning in 2012 makes sense to lessen the impact. A “fiscal cliff” is looming for the United States. On January 1, 2013, the Bush-era tax cuts, including the temporary payroll tax cut and
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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