Skip to main content
Over 50 Years of Combined Experience
1801 Hermitage Blvd, Suite 170
M - F 9:00 - 5:00

Archives

Month: August 2023

TAXATION OF INVESTMENTS

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?

Continue reading

Barnes Quarterly – Episode 16

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,...

Continue reading