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…

Fear is a powerful force. At its core, it’s a survival mechanism—our mind’s way of protecting us from perceived danger. But in the modern world, especially in investing, fear often…

I am going to open with a disclaimer. The topic of National Debt and Deficit is far too complex – and, frankly, enigmatic – for a short post like this one. But,…

This is a more “narrow” Weekly Whiteboard than usual, but the application is broad enough, that I am sending it out to you all. As we move deeper into the…

When it comes to managing wealth, investment performance often takes center stage. But in reality, investment management is just one outcome of something much more comprehensive—financial planning. For us, investing…

As an investment advisor, I’m often asked about risk, returns, market cycles, and asset allocation. But quietly humming beneath all these questions is a deeper, more timeless tension—one that has…

I’ll dive right in by saying – this is not going to be a “stay the course” email. With that said, I generally think reactionary investing is prone to poor…

It’s that time of year again—March Madness!  Oh, and, time to gather information for your tax professional (or TurboTax for the DIYers in the crowd).  Tax “season” marks the time…

Staying calm in a volatile market is easy—just move to a deserted tropical island, bring a good book (or ten), pack plenty of sunscreen and food, and don’t return until…

There is an expression that goes “sometimes the best defense is a good offense”.  I submit to you… maybe sometimes the best offense is a good defense – at least, if you are…

Let’s face it—life is unpredictable.  Okay, that may seem obvious, even trite, but it is still a truth as it relates to investing. Companies fail, markets crash, politicians bicker, and…

In the world of investment advisors (some might say an alternative universe), there are two types: those who work for you and those who technically work for you but might…

This week’s The Weekly Whiteboard is, not surprisingly, about tariffs and the impacts on our economy and the investment markets. I do want to make a distinction that the potential…

Knowing when to retire is a big decision—and let’s face it, a little intimidating. For some, retirement is the beginning of a lifelong dream of sipping margaritas on a beach.…