Frank Manzo - Retirement Specialist

08/07/2026

These are the types of indicators that warrant a full portfolio review if you’re close to or in retirement.

08/03/2026

I truly don't think I'm special, but these three things have helped me perform at a high level across different industries.
Whether it was managing a business and 17 employees at the age of 20, earning award-winning sales performance in the automotive industry, or achieving the #1 investment ranking at JPMorgan Chase, this formula has been the common denominator.
You don't have to be extraordinary on day one. You just have to be willing to show up, accept feedback, and adapt to the situation and the needs of your clients.

07/31/2026

07/08/2026

AI fears have changed sentiment and younger investors are now targeting manual labor businesses.

Young entrepreneurs are snapping up baby boomer-owned plumbing, construction, manufacturing and HVAC companies. Plus: Tips for would-be buyers and sellers. Full story: https://www.forbes.com/sites/johnschroyer/2026/07/02/millennials-are-buying-blue-collar-small-businesses-to-ai-proof-their-future/?utm_source=ForbesMainFacebook&utm_medium=social&utm_campaign=ForbesMainFB

Illustration: Macy Sinreich for Forbes; Images: Andrew Howe, Andrii Yalanskyi/500px via Getty Images

07/06/2026

Many people want to put off financial and retirement discussions because it's the summer break. But big stock market declines can be just around the corner in September and October...

Discover why these fall months can rattle investors. Data, psychology and seasonality reveal surprising truths about September and October market trends.

07/01/2026

Use your time for the family moments that count and let us handle the financial planning. Message now to book your retirement review and earn more monthly income.

06/30/2026

Great food and great work ethic!

“I want my kids in the business to be able to carry our values on after their mom and I are gone. They can turn this into a worldwide business and continue to grow.” https://cnb.cx/4jifhJQ

06/29/2026

This is a great sign for employees worried about the AI takeover.

06/26/2026

In the last few years I've ran into so many more retirees holding gold and silver. It will be interesting to see how the precious metal markets react in the future.

Gold and silver prices are holding below key thresholds as hawkish central banks and inflation fears weigh on the metals — and market watchers see little chance of a meaningful rebound in the near term.

Spot gold was last seen 0.5% lower at around 4:00 a.m. ET on Thursday, trading at around $3,980.79 an ounce after falling below the $4,000 mark in the previous session. Front-month U.S. gold futures
were down by 0.2% to settle at $3986.60. Year-to-date, gold is now down by 7.7%.

Read more: cnb.cx/4vuFIBf

06/25/2026

Uncertainty still looming over the Strait of Hormuz and oil futures.

BREAKING...