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Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact us for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.
Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.
Learn more about the Franklin and Lewis Investment Group
May 18, 2022
Crisis or Opportunity
After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.
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