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Month: August 2023


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?

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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,...

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