kite.rockstardesign.com
Franklin City Investments :: What to Expect
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Working from the Same Perspective. What every investor should know coming in. Investors needs and goals have changed little throughout time. However technology, globalization, and different changes such as the demise of the Glass-Steagall act make it necessary to work with an advisor as a partner who acts as an advocate on your behalf. Our clients then have availability of information concerning their investments like us and are able to easily work with us in a cooperative fashion, where value is added.
kite.rockstardesign.com
Franklin City Investments :: The Franklin Difference
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Investing and Advising with Clients Cooperatively. For our clients we are trying to maintain profitability and income if needed, increase net worth, and help plan properly for short term needs as well as long term goals while attempting to reduce tax and estate burdens. We accomplish this by working cooperatively with you, your own accountant and attorney to create an investment plan that works for you. Our methodology is based on your situation. For the short term these tools include:. I appreciate the ...
kite.rockstardesign.com
Franklin City Investments :: Essays - Strategy Going Forward
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Strategy Going Forward" June 2014. Interest rates are at historic lows, most indexes are at all time highs, time to manage profits going forward. Strategy now is needed to protect principal going forward. The Very Basic Tenants of our Financial Advice. Look a Gift Horse in the Mouth. Article on College Savings Issues. Moving Forward in 2011. The economy and markets have had an incredible run over the last 12 months. The NEW website will be more current, useful, and efficient. The library will contain...