Three Investing Guidelines for 2026
Linked below is a great piece produced by investment management firm Alliance Bernstein titled Equity Outlook 2026: Mapping a New Spectrum of Return Drivers. For those who have been reading my…
Linked below is a great piece produced by investment management firm Alliance Bernstein titled Equity Outlook 2026: Mapping a New Spectrum of Return Drivers. For those who have been reading my…
Many people think of retirement as a date on a calendar, a point in time, or even an account balance. June 30th. December 31st. “Two more years and I’m out.”…
Disclaimer: East Franklin Capital does not currently sell life insurance policies. We DO factor life insurance (and disability) policies into our long-term planning because I think it is an essential…
Once upon a time, investing was a thoughtful, deliberate, and steady endeavor… that was only a decade ago! Back in those “old days,” the investment manager would pore over annual…
Disclaimer: Attached to this page is a link to Vanguard’s “Year-End Checklist,” which I find to be a comprehensive and thoughtful resource for planning. If you are a client of…
As an investment advisor, I spend most of my day knee-deep in reports, spreadsheets, market charts, and the occasional headline that makes me question whether I should laugh, cry, or…
Dear Unrealized Gains,Let me start by saying – as an investment you have been great. It has been a great run and I hope to remember all the good times…
There’s a peculiar new ritual unfolding in today’s markets. A headline flashes across social feeds — “Stocks fall 2% in a single session!” — and suddenly, investors are rushing in…
This week I want to focus on a topic that has come up often in recent conversations: investing the “safe” portion of a portfolio when there are no more “safe”…
There’s a new sport on Wall Street, and it's not for the faint of heart. It’s fast, it's flashy, and it might just be foreshadowing an upcoming “pop”. Did someone…
Perspective is a tricky concept. On the one hand, diving headlong into a subject and understanding it at the granular level can produce insights beyond what you might have even…
The Market’s (er, Media’s) Obsession with 25 Basis Point MovesEvery time the Federal Reserve is about to tweak its policy rate by a quarter of a percent, the investment world…
“Humans are disturbed not by things, but by the views they take of them.”– Epictetus (ish)Disclaimer: this article may have been conceived after a particularly great avgolemono I had recently.…
Does year-end giving really need to happen at the end of the year? That is not a philosophical question (well, not entirely). Why wait until that hectic time between Thanksgiving…
In the ever-evolving world of investing (okay, you could insert almost any vocation in here, but for now, let's focus just on investing), one of the most valuable qualities an…
For most of their existence, U.S. Treasuries have played the role of the steady parent in the investment family—reliable, predictable, and always there when the stock market threw a tantrum.…
If you've ever tuned into financial news and heard breathless declarations that the market just hit an "all-time high," you might think it's time to cash out, move into the…
I am going to tee this Weekly Whiteboard up with one of my all-time favorite quotes: “It is never too late to be what you might have been.” I mean……
There comes a moment—somewhere between ordering the graduation gown and picking out dorm “essentials”—when it hits you: your kid is actually going to college. And whether you’re weeping into your…
Thinking about correlation, volatility and growth for each building block At East Franklin Capital, we know that the odds are stacked against us (or any investor for that matter) to find…