Preparing for Policy Changes Ahead
For the most avid readers of our Weekly Whiteboard you will note that last week we provided context on the election’s impact on the investment markets in the near-term. That…
Politics and Portfolios: Why Long-Term Investors Look Past Election Results
This could come as a surprise to many of you, but we have a presidential election coming up! And, while there may be policy implications (at the State and Federal…
Understanding Your Need for Reserve Funds: A Practical Guide
I am often asked about the concept of setting aside funds for a variety of reasons and with a whole host of goals and objectives. Often, the reasons fall into…
The Energy Revolution Behind AI and Big Data
DISCLAIMER – This week's Weekly Whiteboard takes a slight detour from our usual investment and financial planning focus. Instead, we're exploring a critical trend that's reshaping both the tech and…
Steadying the Course: Understanding Economic Realities Amid Market Noise
The attached article is relatively lengthy – I am not going to sugar coat it. With that confession out of the way, I can also say that the author (David…
Preparing for the Fed’s Next Move: What Lies Ahead for the Economy and Markets
It looks like it’s time to dust off the ol’ crystal ball and get to work! And, if you're reading this, it means our compliance team hasn’t worn me down…
6 Key Elements for Long-Term Financial Success
This article is meant to get people thinking about something more important, more long-term, and more fulfilling than investment management. Okay, I almost wrote that with a straight face—nothing is…
The Possible Power of Life Insurance in Your Financial Plan
This installment of the "Weekly Whiteboard" might just cover the most exciting (dare I say—sexiest) topic yet... insurance! Okay, maybe not that exciting, but it's important enough, in my view, to warrant…
Navigating the Future: Understanding the Impact of National Debt
In a recent article titled "Jamie Dimon believes U.S. debt is the ‘most predictable crisis’ in history—and experts say it could cost Americans their homes, spending power, and national security"…
Creating a Legacy
Much of the work we do at East Franklin Capital is to help clients make decisions that lead to financial success and a fulfilling, well-funded retirement—with enough left over to…
Key Takeaways from Rethinking Risk in Retirement Planning
I recently read an article titled "Rethinking Risk in Retirement Planning" by Justin Fitzpatrick, published in October 2021, that really resonated with me. I wanted to share some of my…