Year: 2023

Name: Barnes Capital Group Tallahassee, FL
Price range: $$

MUTUAL FUND BASICS

Written by admin on December 5, 2023. Posted in Investing.

A mutual fund pools the money of many investors to purchase securities. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio of securities, which could be anywhere from a few dozen to hundreds of...

SIX KEYS TO MORE SUCCESSFUL INVESTING

Written by admin on November 7, 2023. Posted in Investing.

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

Barnes Quarterly – Episode 17

Written by admin on October 31, 2023. Posted in Barnes Quarterly Podcast.

Episode 17 of the Barnes Quarterly podcast is available for listening! Welcome to the 17th Episode of Barnes Quarterly, the insightful podcast brought to you by Barnes Capital Group. This episode is brimming with essential discussions and analyses as we transition into the last quarter of...

FUNDAMENTAL CONCEPTS FOR NEW INVESTORS

Written by admin on October 3, 2023. Posted in Investing.

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.

ASSET PROTECTION IN ESTATE PLANNING

Written by admin on September 5, 2023. Posted in Estate Planning.

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers,...

TAXATION OF INVESTMENTS

Written by admin on August 8, 2023. Posted in Investing.

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Barnes Quarterly – Episode 16

Written by admin on August 4, 2023. Posted in Barnes Quarterly Podcast.

Episode 16 of the Barnes Quarterly podcast is available for listening! In this Q3 2023 Episode of Barnes Quarterly, let’s take a moment to talk market happenings, analysis and outlooks as we move into the second half of the year. We’ll speak with our CIO, Chris Zaccarelli,...

TRUST BASICS

Written by admin on July 5, 2023. Posted in Wealth Management.

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose....

ESTIMATING YOUR RETIREMENT INCOME NEEDS

Written by admin on June 6, 2023. Posted in Retirement Planning.

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs...

YOUR CD IS MATURING SOON. WHAT SHOULD YOU DO NEXT?

Written by admin on May 1, 2023. Posted in Financial Planning.

Consider your options before it automatically renews If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for months or years, helping you to get closer to your financial goals. Now you need to decide whether to roll...

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Year: 2023